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1834 Investment Advisors’s The Mosaic Company MOS Stock Holding History

1834 Investment Advisors’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,012
Closed -$590K – 210
2025
Q3 		$590K Sell
17,012
-1,293
-7% -$44.5K 0.07% 150
2025
Q2 		$668K Sell
18,305
-94
-0.5% -$3.01K 0.08% 146
2025
Q1 		$497K Buy
18,399
+1,650
+10% +$43.6K 0.06% 159
2024
Q4 		$412K Buy
16,749
+6,051
+57% +$158K 0.05% 168
2024
Q3 		$286K Buy
+10,698
New +$294K 0.03% 197
2021
Q4 		– Sell
-100
Closed -$4K – 487
2021
Q3 		$4K Hold
100
– – ﹤0.01% 445
2021
Q2 		$3K Sell
100
-80
-44% -$2.71K ﹤0.01% 473
2021
Q1 		$6K Sell
180
-395
-69% -$11.6K ﹤0.01% 423
2020
Q4 		$13K Buy
+575
New +$11.6K ﹤0.01% 352

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return