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Mosaic shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Mosaic (MOS) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Mosaic

Tip: Access up to 7 years of quarterly data

All positions including Mosaic held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mosaic by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $26k 1.0k 25.50
2025-12-31 $24k 1.0k 24.09
2025-03-31 $135 5 27.00
2022-03-31 $1.0k 10 100.00

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Vanguard S&p 500 Etf Etf (VOO)
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State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Goldman Sachs Municipal Income Etf Etf (GMUB)
State Street Spdr Nyse Technology Etf Etf (XNTK)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Europe Etf Etf (VGK)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Spear Alpha Etf Etf (SPRX)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for GoalVest Advisory

Top funds holding Mosaic

FMR
Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Dimensional Fund Advisors
State Street Corporation
Invesco
AQR Capital Management
Geode Capital Management
Goldman Sachs Group
Citadel Advisors
Morgan Stanley
Northern Trust
Donald Smith & Co

View all funds holding Mosaic