Bayesian Capital Management’s The Mosaic Company MOS Stock Holding History

Bayesian Capital 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	$239K	Buy	+11,300	New	+$261K	0.15%	184
2025 Q1	–	Sell	-11,800	Closed	-$290K	–	831
2024 Q4	$290K	Sell	11,800 -50,482	-81%	-$1.32M	0.04%	488
2024 Q3	$1.67M	Buy	62,282 +43,600	+233%	+$1.2M	0.2%	157
2024 Q2	$540K	Buy	18,682 +6,778	+57%	+$204K	0.06%	350
2024 Q1	$386K	Buy	+11,904	New	+$379K	0.04%	493
2023 Q3	–	Sell	-57,000	Closed	-$2M	–	871
2023 Q2	$2M	Buy	+57,000	New	+$2.2M	0.21%	125
2023 Q1	–	Sell	-6,900	Closed	-$303K	–	985
2022 Q4	$303K	Buy	+6,900	New	+$342K	0.04%	482
2022 Q2	–	Sell	-4,008	Closed	-$267K	–	966
2022 Q1	$267K	Buy	+4,008	New	+$200K	0.04%	561
2021 Q1	–	Sell	-71,700	Closed	-$1.65M	–	639
2020 Q4	$1.65M	Buy	+71,700	New	+$1.44M	0.43%	59
2020 Q3	–	Sell	-18,500	Closed	-$231K	–	634
2020 Q2	$231K	Sell	18,500 -30,500	-62%	-$365K	0.05%	408
2020 Q1	$530K	Buy	+49,000	New	+$832K	0.11%	280
2019 Q4	–	Sell	-12,900	Closed	-$264K	–	693
2019 Q3	$264K	Buy	+12,900	New	+$281K	0.05%	391
2019 Q2	–	Sell	-44,900	Closed	-$1.23M	–	623
2019 Q1	$1.23M	Buy	44,900 +700	+2%	+$21.3K	0.24%	134
2018 Q4	$1.29M	Buy	+44,200	New	+$1.45M	0.26%	100
2018 Q2	–	Sell	-58,400	Closed	-$1.42M	–	666
2018 Q1	$1.42M	Buy	58,400 +9,300	+19%	+$245K	0.36%	64
2017 Q4	$1.26M	Buy	+49,100	New	+$1.13M	0.26%	125

Other funds holding MOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bayesian Capital Management's MOS Position: Q2 2026 in Review

Bayesian Capital Management opened a new position in The Mosaic Company (MOS) in Q2 2026: 11,300 shares worth $239K. The stake represents 0.15% of the portfolio and ranks #184 among its holdings. This is a return to the name: Bayesian Capital Management previously reported a position in MOS as recently as Q4 2024.

Bayesian Capital Management first reported a position in MOS in Q4 2017 and has held it in 16 quarters since. The position peaked at $2M in Q2 2023. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Bayesian Capital Management held 11,300 shares of The Mosaic Company worth $239K as of Q2 2026.
The Mosaic Company was a new Bayesian Capital Management position in Q2 2026.
The Mosaic Company made up 0.15% of Bayesian Capital Management's portfolio in Q2 2026, its #184 holding.
Bayesian Capital Management first reported a position in The Mosaic Company in Q4 2017 and has held it in 16 quarters since.
Bayesian Capital Management's The Mosaic Company position peaked at $2M in Q2 2023.
665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Bayesian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.