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Unique Wealth Strategies’s The Mosaic Company MOS Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-20
Closed -$649 – 495
2024
Q2 		$649 Buy
+20
New +$603 ﹤0.01% 588

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Unique Wealth Strategies's MOS Position: Q3 2024 in Review

Unique Wealth Strategies sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 20 shares — an estimated $649 sold.

Unique Wealth Strategies first reported a position in MOS in Q2 2024 and held it in 1 quarter. The position peaked at $649 in Q2 2024. 634 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • Unique Wealth Strategies reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 20 The Mosaic Company shares in Q3 2024, an estimated $649.
  • Unique Wealth Strategies first reported a position in The Mosaic Company in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's The Mosaic Company position peaked at $649 in Q2 2024.
  • 634 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.