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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1834 Investment Advisors's MOS Position: Q4 2025 in Review

1834 Investment Advisors sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 17,012 shares — an estimated $590K sold.

1834 Investment Advisors first reported a position in MOS in Q4 2020 and held it in 9 quarters. The position peaked at $668K in Q2 2025. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

1834 Investment Advisors reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
1834 Investment Advisors sold 17,012 The Mosaic Company shares in Q4 2025, an estimated $590K.
1834 Investment Advisors first reported a position in The Mosaic Company in Q4 2020 and held it in 9 quarters.
1834 Investment Advisors's The Mosaic Company position peaked at $668K in Q2 2025.
658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on 1834 Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.