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Moran Wealth Management, LLC → MOS
Moran Wealth Management, LLC MOS Position History
The Mosaic Company • Basic Materials
Quarters held
8
Latest value
$4K
Q3 2026
Peak value
$2.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $578 |
| Q4 2025 | $1.2M |
| Q1 2026 | $2.1M |
| Q1 2026 | $1K |
| Q2 2026 | $1.7M |
| Q2 2026 | $1K |
| Q3 2026 | $1.5M |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 188 | — | — |
| Q3 2026 | $1.5M | 68.1K | — | — |
| Q2 2026 | $1K | 58 | — | — |
| Q2 2026 | $1.7M | 82.4K | — | — |
| Q1 2026 | $1K | 43 | — | — |
| Q1 2026 | $2.1M | 82.4K | — | — |
| Q4 2025 | $1.2M | 49.8K | — | — |
| Q4 2025 | $578 | 24 | — | — |
Other funds holding MOS
$1.4B
$1.2B
$874.2M
$535.3M
$490.4M
$476.3M
$448.6M