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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
Q2 		– Sell
-13
Closed -$332 – 1081
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

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's MOS Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 13 shares — an estimated $332 sold.

Bruce G. Allen Investments first reported a position in MOS in Q4 2023 and held it in 10 quarters. The position peaked at $4.06K in Q4 2024. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 13 The Mosaic Company shares in Q2 2026, an estimated $332.
  • Bruce G. Allen Investments first reported a position in The Mosaic Company in Q4 2023 and held it in 10 quarters.
  • Bruce G. Allen Investments's The Mosaic Company position peaked at $4.06K in Q4 2024.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.