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 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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Baker Avenue Asset Management's MOS Position: Q1 2026 in Review

Baker Avenue Asset Management opened a new position in The Mosaic Company (MOS) in Q1 2026: 9,254 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in MOS as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in MOS in Q3 2013 and has held it in 16 quarters since. The position peaked at $1.28M in Q3 2018. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Baker Avenue Asset Management held 9,254 shares of The Mosaic Company worth $236K as of Q1 2026.
The Mosaic Company was a new Baker Avenue Asset Management position in Q1 2026.
The Mosaic Company made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #681 holding.
Baker Avenue Asset Management first reported a position in The Mosaic Company in Q3 2013 and has held it in 16 quarters since.
Baker Avenue Asset Management's The Mosaic Company position peaked at $1.28M in Q3 2018.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.