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
2022 Q1	–	Sell	-3,000,000	Closed	-$118M	–	713
2021 Q4	$118M	Buy	+3,000,000	New	+$115M	3.54%	8

Other funds holding MOS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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. 656 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.
656 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.