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Aptus Capital Advisors’s The Mosaic Company MOS Stock Holding History

Aptus 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
2025
Q4 		– Sell
-8,772
Closed -$304K – 1713
2025
Q3 		$304K Buy
8,772
+1,709
+24% +$58.9K ﹤0.01% 838
2025
Q2 		$258K Buy
+7,063
New +$226K ﹤0.01% 862
2022
Q4 		– Sell
-125,524
Closed -$6.07M – 830
2022
Q3 		$6.07M Buy
125,524
+29,574
+31% +$1.53M 0.15% 94
2022
Q2 		$4.53M Sell
95,950
-39,518
-29% -$2.42M 0.12% 111
2022
Q1 		$9.01M Sell
135,468
-7,338
-5% -$367K 0.22% 65
2021
Q4 		$5.61M Buy
+142,806
New +$5.47M 0.17% 81

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aptus Capital Advisors's MOS Position: Q4 2025 in Review

Aptus Capital Advisors sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 8,772 shares — an estimated $304K sold.

Aptus Capital Advisors first reported a position in MOS in Q4 2021 and held it in 6 quarters. The position peaked at $9.01M in Q1 2022. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Aptus Capital Advisors reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 8,772 The Mosaic Company shares in Q4 2025, an estimated $304K.
  • Aptus Capital Advisors first reported a position in The Mosaic Company in Q4 2021 and held it in 6 quarters.
  • Aptus Capital Advisors's The Mosaic Company position peaked at $9.01M in Q1 2022.
  • 658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.