BAAM
MOS icon

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
2023
Q2 		– Sell
-35,000
Closed -$1.61K – 1701
2023
Q1 		$1.61K Buy
+35,000
New +$1.69M ﹤0.01% 1044

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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.