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Waddell & Associates’s The Mosaic Company MOS Stock Holding History

Waddell & Associates’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 		$343K Sell
16,185
-207
-1% -$4.79K 0.02% 368
2026
Q1 		$418K Buy
+16,392
New +$450K 0.02% 271

Other funds holding MOS

FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
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
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

Waddell & Associates's MOS Position: Q2 2026 in Review

Waddell & Associates reduced its The Mosaic Company (MOS) stake by 1.3% in Q2 2026, selling an estimated $4.79K and leaving 16,185 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #368.

Waddell & Associates first reported a position in MOS in Q1 2026 and has held it in 2 quarters since. The position peaked at $418K in Q1 2026. 103 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Waddell & Associates held 16,185 shares of The Mosaic Company worth $343K as of Q2 2026.
  • Waddell & Associates sold 207 The Mosaic Company shares in Q2 2026, an estimated $4.79K.
  • The Mosaic Company made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #368 holding.
  • Waddell & Associates first reported a position in The Mosaic Company in Q1 2026 and has held it in 2 quarters since.
  • Waddell & Associates's The Mosaic Company position peaked at $418K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.