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Mosaic shares owned by Merkkuri Wealth Advisors

Quarter-by-quarter ownership of Mosaic (MOS) shares owned by Merkkuri Wealth Advisors from 13F filings

Historical chart of Merkkuri Wealth Advisors investment in Mosaic

Tip: Access up to 7 years of quarterly data

All positions including Mosaic held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mosaic by Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $832 33 25.24

More positions owned by Merkkuri Wealth Advisors

Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Select Sector Spdr Tr State Street Ene (XLE)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Merkkuri Wealth Advisors

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