True Wealth Design
MOS icon

True Wealth Design’s The Mosaic Company MOS Stock Holding History

True Wealth Design’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$101K Buy
4,650
+774
+20% +$18K 0.02% 277
2026
Q2 		$82.1K Buy
3,876
+2,137
+123% +$49.4K 0.02% 314
2026
Q1 		$44.3K Buy
1,739
+1,718
+8,181% +$47.1K 0.01% 441
2025
Q4 		$506 Sell
21
-785
-97% -$21.1K ﹤0.01% 1944
2025
Q3 		$28K Buy
806
+764
+1,819% +$26.3K 0.01% 488
2025
Q2 		$1.53K Buy
42
+29
+223% +$929 ﹤0.01% 1289
2025
Q1 		$352 Buy
+13
New +$344 ﹤0.01% 1708
2024
Q4 		– Sell
-165
Closed -$4.42K – 1464
2024
Q3 		$4.42K Buy
165
+146
+768% +$4.02K ﹤0.01% 581
2024
Q2 		$550 Buy
19
+2
+12% +$60 ﹤0.01% 636
2024
Q1 		$552 Buy
17
+7
+70% +$223 ﹤0.01% 603
2023
Q4 		$358 Hold
10
– – ﹤0.01% 568
2023
Q3 		$356 Hold
10
– – ﹤0.01% 514
2023
Q2 		$350 Hold
10
– – ﹤0.01% 543
2023
Q1 		$459 Hold
10
– – ﹤0.01% 545
2022
Q4 		$439 Buy
+10
New +$495 ﹤0.01% 484

Other funds holding MOS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

True Wealth Design's MOS Position: Q3 2026 in Review

True Wealth Design increased its The Mosaic Company (MOS) stake by 20% in Q3 2026, buying an estimated $18K and bringing the position to 4,650 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #277.

True Wealth Design first reported a position in MOS in Q4 2022 and has held it in 15 quarters since. 385 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • True Wealth Design held 4,650 shares of The Mosaic Company worth $101K as of Q3 2026.
  • True Wealth Design bought 774 The Mosaic Company shares in Q3 2026, an estimated $18K.
  • The Mosaic Company made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #277 holding.
  • True Wealth Design first reported a position in The Mosaic Company in Q4 2022 and has held it in 15 quarters since.
  • 385 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.