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Bell Investment Advisors’s The Mosaic Company MOS Stock Holding History

Bell Investment 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 		$3.11K Sell
122
-47
-28% -$1.29K ﹤0.01% 1152
2025
Q4 		$4.07K Buy
169
+77
+84% +$2.07K ﹤0.01% 1059
2025
Q3 		$3.19K Sell
92
-42
-31% -$1.45K ﹤0.01% 1138
2025
Q2 		$4.89K Sell
134
-20
-13% -$641 ﹤0.01% 979
2025
Q1 		$4.16K Buy
154
+72
+88% +$1.9K ﹤0.01% 1002
2024
Q4 		$2.02K Sell
82
-77
-48% -$2.01K ﹤0.01% 1332
2024
Q3 		$4.26K Buy
159
+3
+2% +$83 ﹤0.01% 1026
2024
Q2 		$4.51K Sell
156
-44
-22% -$1.33K ﹤0.01% 971
2024
Q1 		$6.49K Sell
200
-14
-7% -$446 ﹤0.01% 780
2023
Q4 		$7.65K Sell
214
-22
-9% -$777 ﹤0.01% 661
2023
Q3 		$8.4K Buy
236
+44
+23% +$1.69K ﹤0.01% 581
2023
Q2 		$6.72K Buy
192
+20
+12% +$773 ﹤0.01% 673
2023
Q1 		$7.89K Sell
172
-28
-14% -$1.36K ﹤0.01% 572
2022
Q4 		$8.77K Sell
200
-30
-13% -$1.49K ﹤0.01% 539
2022
Q3 		$11K Buy
230
+54
+31% +$2.79K ﹤0.01% 390
2022
Q2 		$8K Buy
+176
New +$10.8K ﹤0.01% 507
2021
Q4 		$19K Buy
495
+133
+37% +$5.09K 0.01% 323
2021
Q3 		$13K Buy
+362
New +$11.6K ﹤0.01% 394

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

Bell Investment Advisors's MOS Position: Q1 2026 in Review

Bell Investment Advisors reduced its The Mosaic Company (MOS) stake by 28% in Q1 2026, selling an estimated $1.29K and leaving 122 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Bell Investment Advisors first reported a position in MOS in Q3 2021 and has held it in 18 quarters since. The position peaked at $19K in Q4 2021. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Bell Investment Advisors held 122 shares of The Mosaic Company worth $3.11K as of Q1 2026.
  • Bell Investment Advisors sold 47 The Mosaic Company shares in Q1 2026, an estimated $1.29K.
  • The Mosaic Company made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1152 holding.
  • Bell Investment Advisors first reported a position in The Mosaic Company in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's The Mosaic Company position peaked at $19K in Q4 2021.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.