Blue Trust Inc
MOS icon

Blue Trust Inc’s The Mosaic Company MOS Stock Holding History

Blue Trust Inc’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
Q3 		$22.7K Buy
1,047
+161
+18% +$3.74K ﹤0.01% 1471
2026
Q2 		$18.8K Sell
886
-600
-40% -$13.9K ﹤0.01% 1679
2026
Q1 		$37.9K Sell
1,486
-16
-1% -$439 ﹤0.01% 1441
2025
Q4 		$36.2K Buy
1,502
+116
+8% +$3.12K ﹤0.01% 1470
2025
Q3 		$48.1K Buy
1,386
+633
+84% +$21.8K ﹤0.01% 1429
2025
Q2 		$27.5K Buy
753
+56
+8% +$1.79K ﹤0.01% 1597
2025
Q1 		$18.8K Buy
697
+34
+5% +$899 ﹤0.01% 1658
2024
Q4 		$16.3K Sell
663
-1,136
-63% -$29.7K ﹤0.01% 1672
2024
Q3 		$52K Buy
1,799
+570
+46% +$15.7K ﹤0.01% 1549
2024
Q2 		$39.9K Buy
1,229
+351
+40% +$10.6K ﹤0.01% 1349
2024
Q1 		$28.5K Sell
878
-118
-12% -$3.76K ﹤0.01% 1115
2023
Q4 		$36K Sell
996
-19
-2% -$671 ﹤0.01% 1057
2023
Q3 		$35K Buy
1,015
+94
+10% +$3.61K ﹤0.01% 975
2023
Q2 		$42K Sell
921
-1,443
-61% -$55.8K ﹤0.01% 755
2023
Q1 		$103K Sell
2,364
-19
-0.8% -$920 ﹤0.01% 758
2022
Q4 		$115K Buy
2,383
+1,030
+76% +$51K ﹤0.01% 619
2022
Q3 		$63K Buy
1,353
+157
+13% +$8.11K ﹤0.01% 676
2022
Q2 		$79K Buy
+1,196
New +$73.3K ﹤0.01% 563

Other funds holding MOS

Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sage Capital Advisors
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Blue Trust Inc's MOS Position: Q3 2026 in Review

Blue Trust Inc increased its The Mosaic Company (MOS) stake by 18% in Q3 2026, buying an estimated $3.74K and bringing the position to 1,047 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Blue Trust Inc first reported a position in MOS in Q2 2022 and has held it in 18 quarters since. The position peaked at $115K in Q4 2022. 138 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • Blue Trust Inc held 1,047 shares of The Mosaic Company worth $22.7K as of Q3 2026.
  • Blue Trust Inc bought 161 The Mosaic Company shares in Q3 2026, an estimated $3.74K.
  • The Mosaic Company made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1471 holding.
  • Blue Trust Inc first reported a position in The Mosaic Company in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's The Mosaic Company position peaked at $115K in Q4 2022.
  • 138 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.