Annis Gardner Whiting Capital Advisors’s The Mosaic Company MOS Stock Holding History

Annis Gardner Whiting Capital 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 Q2	–	Sell	-602	Closed	-$15.4K	–	903
2026 Q1	$15.4K	Buy	602 +341	+131%	+$9.35K	﹤0.01%	791
2025 Q4	$6.29K	Buy	+261	New	+$7.03K	﹤0.01%	842
2025 Q3	–	Sell	-11	Closed	-$402	–	1347
2025 Q2	$402	Hold	11	–	–	﹤0.01%	1210
2025 Q1	$298	Hold	11	–	–	﹤0.01%	735
2024 Q4	$271	Buy	+11	New	+$288	﹤0.01%	756
2024 Q3	–	Sell	-11	Closed	-$318	–	866
2024 Q2	$318	Hold	11	–	–	﹤0.01%	928
2024 Q1	$358	Buy	+11	New	+$350	﹤0.01%	916
2023 Q4	–	Sell	-88	Closed	-$3.13K	–	709
2023 Q3	$3.13K	Buy	+88	New	+$3.38K	﹤0.01%	570

Other funds holding MOS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's MOS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 602 shares — an estimated $15.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MOS in Q3 2023 and held it in 8 quarters. The position peaked at $15.4K in Q1 2026. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 602 The Mosaic Company shares in Q2 2026, an estimated $15.4K.
Annis Gardner Whiting Capital Advisors first reported a position in The Mosaic Company in Q3 2023 and held it in 8 quarters.
Annis Gardner Whiting Capital Advisors's The Mosaic Company position peaked at $15.4K in Q1 2026.
667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.