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

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
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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. 95 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.
  • 95 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.