Valued Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Valued 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
2026 Q2	$861	Sell	41 -1	-2%	-$23	﹤0.01%	795
2026 Q1	$1.06K	Sell	42 -10	-19%	-$274	﹤0.01%	621
2025 Q4	$1.25K	Sell	52 -17	-25%	-$458	﹤0.01%	443
2025 Q3	$2.39K	Buy	69 +1	+1%	+$34	﹤0.01%	370
2025 Q2	$2.5K	Hold	68	–	–	﹤0.01%	362
2025 Q1	$1.84K	Sell	68 -1	-1%	-$26	﹤0.01%	422
2024 Q4	$1.71K	Buy	69 +23	+50%	+$601	﹤0.01%	424
2024 Q3	$1.23K	Buy	46 +1	+2%	+$28	﹤0.01%	424
2024 Q2	$1.29K	Sell	45 -4	-8%	-$121	﹤0.01%	417
2024 Q1	$1.58K	Sell	49 -34	-41%	-$1.08K	﹤0.01%	388
2023 Q4	$2.94K	Buy	+83	New	+$2.93K	﹤0.01%	262

Other funds holding MOS

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Valued Wealth Advisors's MOS Position: Q2 2026 in Review

Valued Wealth Advisors reduced its The Mosaic Company (MOS) stake by 2.4% in Q2 2026, selling an estimated $23 and leaving 41 shares worth $861. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Valued Wealth Advisors first reported a position in MOS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.94K in Q4 2023. 101 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Valued Wealth Advisors held 41 shares of The Mosaic Company worth $861 as of Q2 2026.
Valued Wealth Advisors sold 1 The Mosaic Company share in Q2 2026, an estimated $23.
The Mosaic Company made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #795 holding.
Valued Wealth Advisors first reported a position in The Mosaic Company in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's The Mosaic Company position peaked at $2.94K in Q4 2023.
101 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.