Wealth Enhancement Advisory Services
MOS icon

Wealth Enhancement Advisory Services’s The Mosaic Company MOS Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.53M Buy
287,284
+139,523
+94% +$3.23M 0.01% 952
2026
Q1 		$3.5M Buy
147,761
+61,235
+71% +$1.68M 0.01% 1091
2025
Q4 		$2.18M Sell
86,526
-48,797
-36% -$1.31M ﹤0.01% 1461
2025
Q3 		$4.79M Buy
135,323
+76,101
+129% +$2.62M 0.01% 973
2025
Q2 		$2.21M Buy
59,222
+12,036
+26% +$386K ﹤0.01% 1310
2025
Q1 		$1.27M Buy
47,186
+7,828
+20% +$207K ﹤0.01% 1485
2024
Q4 		$967K Sell
39,358
-1,680
-4% -$43.9K ﹤0.01% 1563
2024
Q3 		$1.1M Buy
41,038
+653
+2% +$18K ﹤0.01% 1344
2024
Q2 		$1.17M Buy
40,385
+4,915
+14% +$148K ﹤0.01% 1206
2024
Q1 		$1.15M Sell
35,470
-735
-2% -$23.4K ﹤0.01% 1172
2023
Q4 		$1.29M Sell
36,205
-877
-2% -$31K ﹤0.01% 1060
2023
Q3 		$1.32M Buy
+37,082
New +$1.42M ﹤0.01% 999
2021
Q2 		– Sell
-38,006
Closed -$1.18M – 296
2021
Q1 		$1.18M Buy
38,006
+453
+1% +$13.4K 0.02% 179
2020
Q4 		$1.08M Sell
37,553
-133,366
-78% -$2.69M 0.02% 154
2020
Q3 		$3.31M Buy
+170,919
New +$2.78M 0.09% 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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's MOS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its The Mosaic Company (MOS) stake by 94% in Q2 2026, buying an estimated $3.23M and bringing the position to 287,284 shares worth $5.53M. The position accounts for 0.01% of the portfolio, ranked #952.

Wealth Enhancement Advisory Services first reported a position in MOS in Q3 2020 and has held it in 15 quarters since. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 287,284 shares of The Mosaic Company worth $5.53M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 139,523 The Mosaic Company shares in Q2 2026, an estimated $3.23M.
  • The Mosaic Company made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #952 holding.
  • Wealth Enhancement Advisory Services first reported a position in The Mosaic Company in Q3 2020 and has held it in 15 quarters since.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.