Addison Advisors’s The Mosaic Company MOS Stock Holding History

Addison 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
2026 Q3	$520	Buy	24 +1	+4%	+$23	﹤0.01%	733
2026 Q2	$488	Sell	23 -173	-88%	-$4K	﹤0.01%	662
2026 Q1	$5K	Buy	196 +91	+87%	+$2.5K	﹤0.01%	734
2025 Q4	$2.53K	Buy	+105	New	+$2.83K	﹤0.01%	770
2025 Q1	–	Sell	-562	Closed	-$13.8K	–	866
2024 Q4	$13.8K	Buy	562 +175	+45%	+$4.58K	﹤0.01%	550
2024 Q3	$10.4K	Sell	387 -18	-4%	-$495	﹤0.01%	591
2024 Q2	$11.7K	Buy	405 +150	+59%	+$4.52K	﹤0.01%	546
2024 Q1	$8.28K	Hold	255	–	–	﹤0.01%	534
2023 Q4	$9.11K	Hold	255	–	–	﹤0.01%	521
2023 Q3	$9.08K	Hold	255	–	–	﹤0.01%	494
2023 Q2	$8.92K	Hold	255	–	–	﹤0.01%	487
2023 Q1	$11.7K	Hold	255	–	–	0.01%	448
2022 Q4	$11.2K	Hold	255	–	–	0.01%	438
2022 Q3	$12K	Hold	255	–	–	0.01%	428
2022 Q2	$12K	Hold	255	–	–	0.01%	422
2022 Q1	$17K	Hold	255	–	–	0.01%	415
2021 Q4	$10K	Buy	+255	New	+$9.8K	0.01%	404

Other funds holding MOS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Addison Advisors's MOS Position: Q3 2026 in Review

Addison Advisors increased its The Mosaic Company (MOS) stake by 4.3% in Q3 2026, buying an estimated $23 and bringing the position to 24 shares worth $520. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Addison Advisors first reported a position in MOS in Q4 2021 and has held it in 17 quarters since. The position peaked at $17K in Q1 2022. 339 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

Addison Advisors held 24 shares of The Mosaic Company worth $520 as of Q3 2026.
Addison Advisors bought 1 The Mosaic Company share in Q3 2026, an estimated $23.
The Mosaic Company made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #733 holding.
Addison Advisors first reported a position in The Mosaic Company in Q4 2021 and has held it in 17 quarters since.
Addison Advisors's The Mosaic Company position peaked at $17K in Q1 2022.
339 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.