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Berkeley Capital Partners’s The Mosaic Company MOS Stock Holding History

Berkeley Capital Partners’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 		$1.12M Buy
+52,746
New +$1.22M 0.23% 90
2021
Q1 		– Sell
-10,339
Closed -$238K – 130
2020
Q4 		$238K Sell
10,339
-409
-4% -$8.23K 0.12% 111
2020
Q3 		$196K Sell
10,748
-7,914
-42% -$129K 0.12% 95
2020
Q2 		$233K Sell
18,662
-20,631
-53% -$247K 0.14% 97
2020
Q1 		$425K Buy
+39,293
New +$667K 0.29% 73
2019
Q4 		– Sell
-17,904
Closed -$367K – 136
2019
Q3 		$367K Buy
17,904
+1,727
+11% +$37.6K 0.19% 91
2019
Q2 		$405K Buy
16,177
+874
+6% +$21.3K 0.19% 91
2019
Q1 		$418K Sell
15,303
-1,988
-11% -$60.6K 0.21% 92
2018
Q4 		$505K Sell
17,291
-11,113
-39% -$366K 0.28% 67
2018
Q3 		$923K Sell
28,404
-1,466
-5% -$44.2K 0.52% 44
2018
Q2 		$837K Sell
29,870
-845
-3% -$22.9K 0.49% 46
2018
Q1 		$745K Buy
30,715
+357
+1% +$9.39K 0.43% 53
2017
Q4 		$779K Buy
30,358
+499
+2% +$11.5K 0.51% 48
2017
Q3 		$645K Buy
29,859
+4,754
+19% +$103K 0.43% 64
2017
Q2 		$573K Buy
25,105
+1,544
+7% +$37.9K 0.39% 62
2017
Q1 		$688K Sell
23,561
-2,307
-9% -$71.2K 0.47% 56
2016
Q4 		$759K Buy
25,868
+862
+3% +$23.1K 0.55% 44
2016
Q3 		$612K Buy
25,006
+37
+0.1% +$1.01K 0.44% 56
2016
Q2 		$654K Buy
+24,969
New +$663K 0.46% 51

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

Berkeley Capital Partners's MOS Position: Q2 2026 in Review

Berkeley Capital Partners opened a new position in The Mosaic Company (MOS) in Q2 2026: 52,746 shares worth $1.12M. The stake represents 0.23% of the portfolio and ranks #90 among its holdings. This is a return to the name: Berkeley Capital Partners previously reported a position in MOS as recently as Q4 2020.

Berkeley Capital Partners first reported a position in MOS in Q2 2016 and has held it in 19 quarters since. 664 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Berkeley Capital Partners held 52,746 shares of The Mosaic Company worth $1.12M as of Q2 2026.
  • The Mosaic Company was a new Berkeley Capital Partners position in Q2 2026.
  • The Mosaic Company made up 0.23% of Berkeley Capital Partners's portfolio in Q2 2026, its #90 holding.
  • Berkeley Capital Partners first reported a position in The Mosaic Company in Q2 2016 and has held it in 19 quarters since.
  • 664 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.