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
Q3 		$5.24M Buy
296,747
+9,463
+3% +$220K 0.01% 1059
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

Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sage Capital Advisors
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Butensky & Cohen Financial Security
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Wealth Enhancement Advisory Services's MOS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its The Mosaic Company (MOS) stake by 3.3% in Q3 2026, buying an estimated $220K and bringing the position to 296,747 shares worth $5.24M. The position accounts for 0.01% of the portfolio, ranked #1059.

Wealth Enhancement Advisory Services first reported a position in MOS in Q3 2020 and has held it in 16 quarters since. The position peaked at $5.53M in Q2 2026. 138 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 296,747 shares of The Mosaic Company worth $5.24M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 9,463 The Mosaic Company shares in Q3 2026, an estimated $220K.
  • The Mosaic Company made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1059 holding.
  • Wealth Enhancement Advisory Services first reported a position in The Mosaic Company in Q3 2020 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's The Mosaic Company position peaked at $5.53M in Q2 2026.
  • 138 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.