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Belpointe Asset Management’s The Mosaic Company MOS Stock Holding History

Belpointe 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
2025
Q4 		– Sell
-16,904
Closed -$586K – 1080
2025
Q3 		$586K Buy
16,904
+3,181
+23% +$110K 0.02% 583
2025
Q2 		$501K Buy
+13,723
New +$440K 0.02% 575
2023
Q2 		– Sell
-5,560
Closed -$255K – 2268
2023
Q1 		$255K Sell
5,560
-2,608
-32% -$126K 0.01% 825
2022
Q4 		$358K Buy
8,168
+79
+1% +$3.91K 0.02% 664
2022
Q3 		$391K Sell
8,089
-2,075
-20% -$107K 0.03% 594
2022
Q2 		$480K Buy
10,164
+3,534
+53% +$216K 0.03% 503
2022
Q1 		$441K Buy
6,630
+3,379
+104% +$169K 0.03% 582
2021
Q4 		$128K Buy
3,251
+153
+5% +$5.86K 0.01% 1089
2021
Q3 		$110K Sell
3,098
-1,447
-32% -$46.3K 0.01% 1113
2021
Q2 		$145K Buy
4,545
+963
+27% +$32.7K 0.01% 964
2021
Q1 		$113K Buy
+3,582
New +$106K 0.01% 954

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belpointe Asset Management's MOS Position: Q4 2025 in Review

Belpointe Asset Management sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 16,904 shares — an estimated $586K sold.

Belpointe Asset Management first reported a position in MOS in Q1 2021 and held it in 11 quarters. The position peaked at $586K in Q3 2025. 657 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Belpointe Asset Management reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 16,904 The Mosaic Company shares in Q4 2025, an estimated $586K.
  • Belpointe Asset Management first reported a position in The Mosaic Company in Q1 2021 and held it in 11 quarters.
  • Belpointe Asset Management's The Mosaic Company position peaked at $586K in Q3 2025.
  • 657 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.