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Beacon Pointe Advisors’s The Mosaic Company MOS Stock Holding History

Beacon Pointe Advisors’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 		$299K Buy
11,728
+1,523
+15% +$41.8K ﹤0.01% 1538
2025
Q4 		$246K Sell
10,205
-354
-3% -$9.53K ﹤0.01% 1353
2025
Q3 		$366K Sell
10,559
-1,474
-12% -$50.8K ﹤0.01% 1117
2025
Q2 		$439K Sell
12,033
-325
-3% -$10.4K ﹤0.01% 920
2025
Q1 		$334K Buy
12,358
+140
+1% +$3.7K ﹤0.01% 980
2024
Q4 		$300K Sell
12,218
-8,105
-40% -$212K ﹤0.01% 1004
2024
Q3 		$544K Sell
20,323
-3,023
-13% -$83.2K 0.01% 818
2024
Q2 		$675K Sell
23,346
-5,999
-20% -$181K 0.01% 768
2024
Q1 		$953K Buy
29,345
+2,209
+8% +$70.4K 0.01% 702
2023
Q4 		$970K Sell
27,136
-5,106
-16% -$180K 0.01% 670
2023
Q3 		$1.15M Buy
32,242
+2,585
+9% +$99.2K 0.01% 592
2023
Q2 		$1.04M Buy
29,657
+198
+0.7% +$7.65K 0.02% 516
2023
Q1 		$1.35M Buy
29,459
+1,834
+7% +$88.8K 0.02% 478
2022
Q4 		$1.21M Sell
27,625
-3,283
-11% -$163K 0.02% 466
2022
Q3 		$1.5M Sell
30,908
-551
-2% -$28.5K 0.03% 378
2022
Q2 		$1.49M Buy
31,459
+740
+2% +$45.3K 0.03% 387
2022
Q1 		$2.04M Buy
30,719
+23,528
+327% +$1.18M 0.03% 440
2021
Q4 		$283K Buy
+7,191
New +$275K 0.01% 755

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

Beacon Pointe Advisors's MOS Position: Q1 2026 in Review

Beacon Pointe Advisors increased its The Mosaic Company (MOS) stake by 15% in Q1 2026, buying an estimated $41.8K and bringing the position to 11,728 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Beacon Pointe Advisors first reported a position in MOS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.04M in Q1 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Beacon Pointe Advisors held 11,728 shares of The Mosaic Company worth $299K as of Q1 2026.
  • Beacon Pointe Advisors bought 1,523 The Mosaic Company shares in Q1 2026, an estimated $41.8K.
  • The Mosaic Company made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1538 holding.
  • Beacon Pointe Advisors first reported a position in The Mosaic Company in Q4 2021 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's The Mosaic Company position peaked at $2.04M in Q1 2022.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.