Bank Julius Baer & Co
MOS icon

Bank Julius Baer & Co’s The Mosaic Company MOS Stock Holding History

Bank Julius Baer & Co’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 		$2.66M Sell
125,728
-3,463
-3% -$80.1K 0.01% 305
2026
Q1 		$3.29M Buy
129,191
+67,122
+108% +$1.84M 0.01% 272
2025
Q4 		$1.5M Buy
62,069
+18,713
+43% +$504K ﹤0.01% 347
2025
Q3 		$1.5M Buy
43,356
+2,716
+7% +$93.6K ﹤0.01% 347
2025
Q2 		$1.48M Buy
40,640
+243
+0.6% +$7.79K ﹤0.01% 312
2025
Q1 		$1.09M Buy
40,397
+3,399
+9% +$89.9K ﹤0.01% 312
2024
Q4 		$1M Sell
36,998
-7,584
-17% -$198K ﹤0.01% 314
2024
Q3 		$1.42M Sell
44,582
-3,955
-8% -$109K ﹤0.01% 269
2024
Q2 		$1.56M Sell
48,537
-115,091
-70% -$3.47M 0.01% 219
2024
Q1 		$5.31M Sell
163,628
-1,953,537
-92% -$62.2M 0.02% 197
2023
Q4 		$75.6M Buy
2,117,165
+753,698
+55% +$26.6M 0.32% 78
2023
Q3 		$48.5M Sell
1,363,467
-16,941
-1% -$650K 0.28% 78
2023
Q2 		$48.3M Sell
1,380,408
-741,915
-35% -$28.7M 0.29% 80
2023
Q1 		$97.4M Buy
2,122,323
+60,159
+3% +$2.91M 0.62% 44
2022
Q4 		$90.5M Buy
2,062,164
+121,300
+6% +$6.01M 0.62% 43
2022
Q3 		$93.8M Sell
1,940,864
-31,519
-2% -$1.63M 0.71% 39
2022
Q2 		$93.2M Sell
1,972,383
-34,437
-2% -$2.11M 0.66% 39
2022
Q1 		$133M Sell
2,006,820
-450,673
-18% -$22.5M 0.8% 36
2021
Q4 		$96.6M Sell
2,457,493
-15,701
-0.6% -$601K 0.52% 49
2021
Q3 		$88.3M Buy
2,473,194
+710,079
+40% +$22.7M 0.55% 45
2021
Q2 		$56.3M Buy
1,763,115
+58,083
+3% +$1.97M 0.36% 61
2021
Q1 		$53.9M Buy
1,705,032
+1,155,532
+210% +$34.1M 0.4% 59
2020
Q4 		$12.6M Buy
549,500
+13,420
+3% +$270K 0.1% 126
2020
Q3 		$9.79M Buy
536,080
+467,317
+680% +$7.61M 0.1% 122
2020
Q2 		$860K Buy
68,763
+9,857
+17% +$118K 0.01% 291
2020
Q1 		$637K Buy
+58,906
New +$1,000K 0.01% 287

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

Bank Julius Baer & Co's MOS Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its The Mosaic Company (MOS) stake by 2.7% in Q2 2026, selling an estimated $80.1K and leaving 125,728 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #305.

Bank Julius Baer & Co first reported a position in MOS in Q1 2020 and has held it in 26 quarters since. The position peaked at $133M in Q1 2022. 664 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Bank Julius Baer & Co held 125,728 shares of The Mosaic Company worth $2.66M as of Q2 2026.
  • Bank Julius Baer & Co sold 3,463 The Mosaic Company shares in Q2 2026, an estimated $80.1K.
  • The Mosaic Company made up 0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #305 holding.
  • Bank Julius Baer & Co first reported a position in The Mosaic Company in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's The Mosaic Company position peaked at $133M in Q1 2022.
  • 664 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.