Bruce G. Allen Investments’s The Mosaic Company MOS Stock Holding History

Bruce G. Allen Investments’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	$332	Hold	13	–	–	﹤0.01%	1024
2025 Q4	$313	Sell	13 -13	-50%	-$350	﹤0.01%	1021
2025 Q3	$902	Hold	26	–	–	﹤0.01%	846
2025 Q2	$948	Buy	26 +8	+44%	+$256	﹤0.01%	838
2025 Q1	$486	Sell	18 -147	-89%	-$3.89K	﹤0.01%	952
2024 Q4	$4.06K	Buy	165 +14	+9%	+$366	﹤0.01%	612
2024 Q3	$4.04K	Buy	151 +111	+278%	+$3.05K	﹤0.01%	613
2024 Q2	$1.16K	Buy	40 +5	+14%	+$151	﹤0.01%	756
2024 Q1	$1.14K	Sell	35 -13	-27%	-$414	﹤0.01%	765
2023 Q4	$1.72K	Buy	+48	New	+$1.7K	﹤0.01%	770

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

Bruce G. Allen Investments's MOS Position: Q1 2026 in Review

Bruce G. Allen Investments held its The Mosaic Company (MOS) position steady in Q1 2026 at 13 shares worth $332. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Bruce G. Allen Investments first reported a position in MOS in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.06K in Q4 2024. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Bruce G. Allen Investments held 13 shares of The Mosaic Company worth $332 as of Q1 2026.
Bruce G. Allen Investments left its The Mosaic Company share count unchanged in Q1 2026.
The Mosaic Company made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #1024 holding.
Bruce G. Allen Investments first reported a position in The Mosaic Company in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's The Mosaic Company position peaked at $4.06K in Q4 2024.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.