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Atria Investments’s The Mosaic Company MOS Stock Holding History

Atria Investments’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
-10,531
Closed -$269K – 2223
2026
Q1 		$269K Buy
+10,531
New +$289K ﹤0.01% 1821
2025
Q4 		– Sell
-33,410
Closed -$1.16M – 2097
2025
Q3 		$1.16M Buy
+33,410
New +$1.15M 0.01% 975
2024
Q3 		– Sell
-8,116
Closed -$235K – 2000
2024
Q2 		$235K Sell
8,116
-28,767
-78% -$867K ﹤0.01% 1732
2024
Q1 		$1.2M Buy
+36,883
New +$1.17M 0.02% 872
2023
Q4 		– Sell
-31,918
Closed -$1.14M – 922
2023
Q3 		$1.14M Sell
31,918
-24,203
-43% -$929K 0.02% 786
2023
Q2 		$1.96M Buy
+56,121
New +$2.17M 0.04% 562
2017
Q4 		– Sell
-127,073
Closed -$2.74M – 864
2017
Q3 		$2.74M Buy
127,073
+13,115
+12% +$284K 0.15% 147
2017
Q2 		$2.6M Buy
113,958
+13,914
+14% +$342K 0.16% 143
2017
Q1 		$2.92M Buy
100,044
+36,818
+58% +$1.14M 0.19% 106
2016
Q4 		$1.85M Buy
63,226
+29,718
+89% +$797K 0.14% 140
2016
Q3 		$820K Buy
33,508
+11,560
+53% +$315K 0.08% 230
2016
Q2 		$554K Buy
21,948
+8,047
+58% +$214K 0.06% 245
2016
Q1 		$375K Buy
+13,901
New +$363K 0.04% 320

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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

Atria Investments's MOS Position: Q2 2026 in Review

Atria Investments sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 10,531 shares — an estimated $269K sold.

Atria Investments first reported a position in MOS in Q1 2016 and held it in 13 quarters. The position peaked at $2.92M in Q1 2017. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Atria Investments reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 10,531 The Mosaic Company shares in Q2 2026, an estimated $269K.
  • Atria Investments first reported a position in The Mosaic Company in Q1 2016 and held it in 13 quarters.
  • Atria Investments's The Mosaic Company position peaked at $2.92M in Q1 2017.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.