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Waverly Advisors’s The Mosaic Company MOS Stock Holding History

Waverly 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 		$2.24M Buy
+105,605
New +$2.44M 0.01% 669
2025
Q4 		– Sell
-9,265
Closed -$321K – 1508
2025
Q3 		$321K Buy
+9,265
New +$319K ﹤0.01% 1013
2023
Q2 		– Sell
-62,148
Closed -$2.85M – 369
2023
Q1 		$2.85M Buy
+62,148
New +$3.01M 0.15% 84

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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

Waverly Advisors's MOS Position: Q2 2026 in Review

Waverly Advisors opened a new position in The Mosaic Company (MOS) in Q2 2026: 105,605 shares worth $2.24M. The stake represents 0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in MOS as recently as Q3 2025.

Waverly Advisors first reported a position in MOS in Q1 2023 and has held it in 3 quarters since. The position peaked at $2.85M in Q1 2023. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Waverly Advisors held 105,605 shares of The Mosaic Company worth $2.24M as of Q2 2026.
  • The Mosaic Company was a new Waverly Advisors position in Q2 2026.
  • The Mosaic Company made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #669 holding.
  • Waverly Advisors first reported a position in The Mosaic Company in Q1 2023 and has held it in 3 quarters since.
  • Waverly Advisors's The Mosaic Company position peaked at $2.85M in Q1 2023.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.