United Advisor Group’s The Mosaic Company MOS Stock Holding History

United Advisor Group’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 Q2	–	Sell	-14,122	Closed	-$360K	–	571
2026 Q1	$360K	Buy	+14,122	New	+$387K	0.04%	349

Other funds holding MOS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

United Advisor Group's MOS Position: Q2 2026 in Review

United Advisor Group sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 14,122 shares — an estimated $360K sold.

United Advisor Group first reported a position in MOS in Q1 2026 and held it in 1 quarter. The position peaked at $360K in Q1 2026. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

United Advisor Group reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
United Advisor Group sold 14,122 The Mosaic Company shares in Q2 2026, an estimated $360K.
United Advisor Group first reported a position in The Mosaic Company in Q1 2026 and held it in 1 quarter.
United Advisor Group's The Mosaic Company position peaked at $360K in Q1 2026.
666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.