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Wealth Preservation Advisors’s The Mosaic Company MOS Stock Holding History

Wealth Preservation 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 		– Sell
-235
Closed -$5.99K – 606
2026
Q1 		$5.99K Buy
+235
New +$6.45K 0.01% 473

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 Preservation Advisors's MOS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 235 shares — an estimated $5.99K sold.

Wealth Preservation Advisors first reported a position in MOS in Q1 2026 and held it in 1 quarter. The position peaked at $5.99K in Q1 2026. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 235 The Mosaic Company shares in Q2 2026, an estimated $5.99K.
  • Wealth Preservation Advisors first reported a position in The Mosaic Company in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's The Mosaic Company position peaked at $5.99K in Q1 2026.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

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