U.S. Capital Wealth Advisors’s The Mosaic Company MOS Stock Holding History

U.S. Capital Wealth Advisors’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
2025 Q2	–	Sell	-8,427	Closed	-$228K	–	922
2025 Q1	$228K	Sell	8,427 -6,830	-45%	-$181K	0.01%	776
2024 Q4	$375K	Sell	15,257 -28,158	-65%	-$736K	0.01%	628
2024 Q3	$1.16M	Buy	43,415 +2,097	+5%	+$57.7K	0.04%	334
2024 Q2	$1.19M	Buy	41,318 +4,652	+13%	+$140K	0.05%	323
2024 Q1	$1.19M	Buy	36,666 +1,702	+5%	+$54.2K	0.05%	318
2023 Q4	$1.25M	Sell	34,964 -1,825	-5%	-$64.5K	0.05%	301
2023 Q3	$1.31M	Buy	36,789 +5,255	+17%	+$202K	0.06%	271
2023 Q2	$1.1M	Buy	31,534 +8,407	+36%	+$325K	0.05%	307
2023 Q1	$1.06M	Sell	23,127 -298	-1%	-$14.4K	0.05%	292
2022 Q4	$1.03M	Buy	23,425 +6,825	+41%	+$338K	0.05%	324
2022 Q3	$802K	Sell	16,600 -900	-5%	-$46.5K	0.04%	363
2022 Q2	$827K	Buy	17,500 +700	+4%	+$42.9K	0.04%	384
2022 Q1	$1.12M	Buy	+16,800	New	+$840K	0.04%	377

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

U.S. Capital Wealth Advisors's MOS Position: Q2 2025 in Review

U.S. Capital Wealth Advisors sold out of The Mosaic Company (MOS) in Q2 2025, closing a stake of 8,427 shares — an estimated $228K sold.

U.S. Capital Wealth Advisors first reported a position in MOS in Q1 2022 and held it in 13 quarters. The position peaked at $1.31M in Q3 2023. 706 funds tracked by Wall St. Rank hold MOS as of Q2 2025.

U.S. Capital Wealth Advisors reported no remaining The Mosaic Company position as of Q2 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 8,427 The Mosaic Company shares in Q2 2025, an estimated $228K.
U.S. Capital Wealth Advisors first reported a position in The Mosaic Company in Q1 2022 and held it in 13 quarters.
U.S. Capital Wealth Advisors's The Mosaic Company position peaked at $1.31M in Q3 2023.
706 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.