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Wealthspire Advisors (New York)’s The Mosaic Company MOS Stock Holding History

Wealthspire Advisors (New York)’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
-318
Closed -$11K – 2168
2025
Q3 		$11K Buy
+318
New +$11K ﹤0.01% 1971
2019
Q1 		– Sell
-336
Closed -$10K – 515
2018
Q4 		$10K Buy
+336
New +$11.1K ﹤0.01% 506

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s MOS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 318 shares — an estimated $11K sold.

Wealthspire Advisors (New York) first reported a position in MOS in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2025. 657 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 318 The Mosaic Company shares in Q4 2025, an estimated $11K.
  • Wealthspire Advisors (New York) first reported a position in The Mosaic Company in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s The Mosaic Company position peaked at $11K in Q3 2025.
  • 657 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.