AIM
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Anchor Investment Management’s The Mosaic Company MOS Stock Holding History

Anchor Investment Management’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
-550
Closed -$19.1K – 1066
2025
Q3 		$19.1K Hold
550
– – ﹤0.01% 737
2025
Q2 		$20.1K Buy
+550
New +$17.6K ﹤0.01% 720
2024
Q4 		– Sell
-300
Closed -$8.03K – 1049
2024
Q3 		$8.03K Buy
+300
New +$8.25K ﹤0.01% 815
2021
Q1 		– Sell
-65
Closed -$1.5K – 982
2020
Q4 		$1.5K Buy
+65
New +$1.31K ﹤0.01% 864
2018
Q1 		– Sell
-1,550
Closed -$39.8K – 817
2017
Q4 		$39.8K Sell
1,550
-250
-14% -$5.74K 0.01% 499
2017
Q3 		$38.9K Hold
1,800
– – 0.01% 484
2017
Q2 		$41.1K Buy
1,800
+700
+64% +$17.2K 0.01% 421
2017
Q1 		$32.1K Hold
1,100
– – 0.01% 436
2016
Q4 		$32.3K Buy
1,100
+550
+100% +$14.8K 0.01% 422
2016
Q3 		$13.5K Hold
550
– – 0.01% 498
2016
Q2 		$14.4K Sell
550
-250
-31% -$6.63K 0.01% 477
2016
Q1 		$21.6K Buy
+800
New +$20.9K 0.01% 421

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Anchor Investment Management's MOS Position: Q4 2025 in Review

Anchor Investment Management sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 550 shares — an estimated $19.1K sold.

Anchor Investment Management first reported a position in MOS in Q1 2016 and held it in 12 quarters. The position peaked at $41.1K in Q2 2017. 657 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Anchor Investment Management reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Anchor Investment Management sold 550 The Mosaic Company shares in Q4 2025, an estimated $19.1K.
  • Anchor Investment Management first reported a position in The Mosaic Company in Q1 2016 and held it in 12 quarters.
  • Anchor Investment Management's The Mosaic Company position peaked at $41.1K in Q2 2017.
  • 657 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Anchor Investment Management's 13F filing for Q4 2025, filed 26 Feb 2026.