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Whalen Wealth Management’s The Mosaic Company MOS Stock Holding History

Whalen Wealth Management’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
Q3 		– Sell
-29,475
Closed -$1.08M – 243
2025
Q2 		$1.08M Buy
+29,475
New +$944K 0.67% 37

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whalen Wealth Management's MOS Position: Q3 2025 in Review

Whalen Wealth Management sold out of The Mosaic Company (MOS) in Q3 2025, closing a stake of 29,475 shares — an estimated $1.08M sold.

Whalen Wealth Management first reported a position in MOS in Q2 2025 and held it in 1 quarter. The position peaked at $1.08M in Q2 2025. 714 funds tracked by Wall St. Rank hold MOS as of Q3 2025.

  • Whalen Wealth Management reported no remaining The Mosaic Company position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 29,475 The Mosaic Company shares in Q3 2025, an estimated $1.08M.
  • Whalen Wealth Management first reported a position in The Mosaic Company in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's The Mosaic Company position peaked at $1.08M in Q2 2025.
  • 714 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.