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Waypoint Wealth Counsel’s The Mosaic Company MOS Stock Holding History

Waypoint Wealth Counsel’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
2025
Q4 		– Sell
-10,440
Closed -$362K – 311
2025
Q3 		$362K Buy
+10,440
New +$360K 0.14% 138

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waypoint Wealth Counsel's MOS Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 10,440 shares — an estimated $362K sold.

Waypoint Wealth Counsel first reported a position in MOS in Q3 2025 and held it in 1 quarter. The position peaked at $362K in Q3 2025. 657 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Waypoint Wealth Counsel reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 10,440 The Mosaic Company shares in Q4 2025, an estimated $362K.
  • Waypoint Wealth Counsel first reported a position in The Mosaic Company in Q3 2025 and held it in 1 quarter.
  • Waypoint Wealth Counsel's The Mosaic Company position peaked at $362K in Q3 2025.
  • 657 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.