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Mosaic shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Mosaic (MOS) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Mosaic

Tip: Access up to 7 years of quarterly data

All positions including Mosaic held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mosaic by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 70k 34.68
2025-06-30 $3.4M 93k 36.48
2025-03-31 $3.1M 116k 27.01
2024-12-31 $2.8M 115k 24.58
2024-06-30 $241k 8.3k 28.90

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Trust For Professional Man Activepassive Cr (APCB)
Trust For Professional Man Activepassive Eq (APIE)

View all positions for Envestnet Portfolio Solutions

Top funds holding Mosaic

Vanguard Group
FMR
BlackRock
State Street Corporation
Dimensional Fund Advisors
Invesco
AQR Capital Management
Geode Capital Management
Bank of New York Mellon
D. E. Shaw & Co
Northern Trust
Charles Schwab Investment Management
Donald Smith & Co
Citadel Advisors
Goldman Sachs Group

View all funds holding Mosaic