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Caerus Investment Advisors’s The Mosaic Company MOS Stock Holding History

Caerus Investment Advisors’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 		$320K Buy
+15,078
New +$349K 0.11% 189
2025
Q4 		– Sell
-20,542
Closed -$712K – 345
2025
Q3 		$712K Buy
+20,542
New +$708K 0.29% 68

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

Caerus Investment Advisors's MOS Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in The Mosaic Company (MOS) in Q2 2026: 15,078 shares worth $320K. The stake represents 0.11% of the portfolio and ranks #189 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in MOS as recently as Q3 2025.

Caerus Investment Advisors first reported a position in MOS in Q3 2025 and has held it in 2 quarters since. The position peaked at $712K in Q3 2025. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Caerus Investment Advisors held 15,078 shares of The Mosaic Company worth $320K as of Q2 2026.
  • The Mosaic Company was a new Caerus Investment Advisors position in Q2 2026.
  • The Mosaic Company made up 0.11% of Caerus Investment Advisors's portfolio in Q2 2026, its #189 holding.
  • Caerus Investment Advisors first reported a position in The Mosaic Company in Q3 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's The Mosaic Company position peaked at $712K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.