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Baker Avenue Asset Management’s The Mosaic Company MOS Stock Holding History

Baker Avenue Asset 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
2026
Q2 		– Sell
-9,254
Closed -$236K – 845
2026
Q1 		$236K Buy
+9,254
New +$254K 0.01% 681
2023
Q4 		– Sell
-144
Closed -$5.14K – 1059
2023
Q3 		$5.14K Buy
144
+122
+555% +$4.68K ﹤0.01% 937
2023
Q2 		$770 Sell
22
-4
-15% -$155 ﹤0.01% 1261
2023
Q1 		$1.19K Hold
26
– – ﹤0.01% 1129
2022
Q4 		$1.14K Buy
+26
New +$1.29K ﹤0.01% 1059
2019
Q2 		– Sell
-19,980
Closed -$545K – 245
2019
Q1 		$545K Sell
19,980
-5,273
-21% -$161K 0.04% 180
2018
Q4 		$738K Sell
25,253
-14,090
-36% -$464K 0.07% 162
2018
Q3 		$1.28M Sell
39,343
-579
-1% -$17.4K 0.11% 139
2018
Q2 		$1.12M Sell
39,922
-9,733
-20% -$264K 0.1% 145
2018
Q1 		$1.21M Buy
49,655
+13,575
+38% +$357K 0.11% 134
2017
Q4 		$926K Buy
36,080
+555
+2% +$12.8K 0.09% 156
2017
Q3 		$767K Buy
+35,525
New +$769K 0.09% 147
2016
Q1 		– Sell
-10,500
Closed -$290K – 194
2015
Q4 		$290K Sell
10,500
-5,100
-33% -$163K 0.04% 162
2015
Q3 		$485K Buy
15,600
+9,600
+160% +$396K 0.09% 129
2015
Q2 		$281K Buy
+6,000
New +$272K 0.04% 206
2013
Q4 		– Sell
-4,890
Closed -$210K – 272
2013
Q3 		$210K Buy
+4,890
New +$228K 0.04% 200

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 $3.38T AUM 44.17% 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

Baker Avenue Asset Management's MOS Position: Q2 2026 in Review

Baker Avenue Asset Management sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 9,254 shares — an estimated $236K sold.

Baker Avenue Asset Management first reported a position in MOS in Q3 2013 and held it in 16 quarters. The position peaked at $1.28M in Q3 2018. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Baker Avenue Asset Management reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Baker Avenue Asset Management sold 9,254 The Mosaic Company shares in Q2 2026, an estimated $236K.
  • Baker Avenue Asset Management first reported a position in The Mosaic Company in Q3 2013 and held it in 16 quarters.
  • Baker Avenue Asset Management's The Mosaic Company position peaked at $1.28M in Q3 2018.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.