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 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	$8.93K	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	+$9.76K	0.01%	404

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Addison Advisors's MOS Position: Q1 2026 in Review

Addison Advisors increased its The Mosaic Company (MOS) stake by 87% in Q1 2026, buying an estimated $2.5K and bringing the position to 196 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Addison Advisors first reported a position in MOS in Q4 2021 and has held it in 15 quarters since. The position peaked at $17K in Q1 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Addison Advisors held 196 shares of The Mosaic Company worth $5K as of Q1 2026.
Addison Advisors bought 91 The Mosaic Company shares in Q1 2026, an estimated $2.5K.
The Mosaic Company made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #734 holding.
Addison Advisors first reported a position in The Mosaic Company in Q4 2021 and has held it in 15 quarters since.
Addison Advisors's The Mosaic Company position peaked at $17K in Q1 2022.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.