Bleakley Financial Group’s The Mosaic Company MOS Stock Holding History

Bleakley Financial Group’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	$5.44M	Buy	213,188 +77,443	+57%	+$2.12M	0.09%	197
2025 Q4	$3.27M	Buy	135,745 +2,080	+2%	+$56K	0.06%	263
2025 Q3	$4.64M	Buy	133,665 +16,686	+14%	+$575K	0.11%	163
2025 Q2	$4.27M	Buy	116,979 +16,559	+16%	+$531K	0.11%	168
2025 Q1	$2.71M	Buy	100,420 +13,679	+16%	+$362K	0.09%	200
2024 Q4	$2.13M	Sell	86,741 -3,112	-3%	-$81.4K	0.06%	246
2024 Q3	$2.41M	Sell	89,853 -88,237	-50%	-$2.43M	0.07%	219
2024 Q2	$5.15M	Sell	178,090 -6,116	-3%	-$184K	0.15%	130
2024 Q1	$5.98M	Buy	184,206 +118,857	+182%	+$3.79M	0.17%	116
2023 Q4	$2.33M	Buy	65,349 +5,643	+9%	+$199K	0.07%	250
2023 Q3	$2.13M	Buy	59,706 +1,004	+2%	+$38.5K	0.07%	241
2023 Q2	$2.05M	Buy	58,702 +12,173	+26%	+$470K	0.06%	266
2023 Q1	$2.13M	Buy	46,529 +3,813	+9%	+$185K	0.07%	240
2022 Q4	$1.87M	Buy	+42,716	New	+$2.11M	0.07%	258

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bleakley Financial Group's MOS Position: Q1 2026 in Review

Bleakley Financial Group increased its The Mosaic Company (MOS) stake by 57% in Q1 2026, buying an estimated $2.12M and bringing the position to 213,188 shares worth $5.44M. The position accounts for 0.09% of the portfolio, ranked #197.

Bleakley Financial Group first reported a position in MOS in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.98M in Q1 2024. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Bleakley Financial Group held 213,188 shares of The Mosaic Company worth $5.44M as of Q1 2026.
Bleakley Financial Group bought 77,443 The Mosaic Company shares in Q1 2026, an estimated $2.12M.
The Mosaic Company made up 0.09% of Bleakley Financial Group's portfolio in Q1 2026, its #197 holding.
Bleakley Financial Group first reported a position in The Mosaic Company in Q4 2022 and has held it in 14 quarters since.
Bleakley Financial Group's The Mosaic Company position peaked at $5.98M in Q1 2024.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.