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HB Wealth Management, LLC → MOS
HB Wealth Management, LLC MOS Position History
The Mosaic Company • Basic Materials
Quarters held
4
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $214K |
| Q1 2026 | $541K |
| Q2 2026 | $609K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 61.3K | — | — |
| Q2 2026 | $609K | 28.7K | — | — |
| Q1 2026 | $541K | 21.2K | — | — |
| Q4 2025 | $214K | 8.9K | — | — |
Other funds holding MOS
$1.4B
$1.2B
$874.2M
$535.3M
$490.4M
$476.3M
$448.6M