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Bollard Group’s The Mosaic Company MOS Stock Holding History

Bollard 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
Q2 		$2K Sell
106
-103
-49% -$2.38K ﹤0.01% 294
2026
Q1 		$5K Buy
209
+1
+0.5% +$27 ﹤0.01% 283
2025
Q4 		$5K Sell
208
-1,027
-83% -$27.7K ﹤0.01% 269
2025
Q3 		$43K Buy
1,235
+8
+0.7% +$276 ﹤0.01% 212
2025
Q2 		$45K Buy
1,227
+7
+0.6% +$224 ﹤0.01% 230
2025
Q1 		$33K Buy
1,220
+10
+0.8% +$264 ﹤0.01% 229
2024
Q4 		$30K Buy
+1,210
New +$31.6K ﹤0.01% 230
2023
Q3 		– Sell
-20
Closed -$1K – 577
2023
Q2 		$1K Buy
+20
New +$773 ﹤0.01% 621

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

Bollard Group's MOS Position: Q2 2026 in Review

Bollard Group reduced its The Mosaic Company (MOS) stake by 49% in Q2 2026, selling an estimated $2.38K and leaving 106 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Bollard Group first reported a position in MOS in Q2 2023 and has held it in 8 quarters since. The position peaked at $45K in Q2 2025. 664 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Bollard Group held 106 shares of The Mosaic Company worth $2K as of Q2 2026.
  • Bollard Group sold 103 The Mosaic Company shares in Q2 2026, an estimated $2.38K.
  • The Mosaic Company made up ﹤0.01% of Bollard Group's portfolio in Q2 2026, its #294 holding.
  • Bollard Group first reported a position in The Mosaic Company in Q2 2023 and has held it in 8 quarters since.
  • Bollard Group's The Mosaic Company position peaked at $45K in Q2 2025.
  • 664 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.