CJ
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Caitlin John’s The Mosaic Company MOS Stock Holding History

Caitlin John’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 		$87.8K Buy
4,145
+332
+9% +$7.67K 0.05% 277
2026
Q1 		$97.2K Buy
3,813
+559
+17% +$15.3K 0.06% 230
2025
Q4 		$78.4K Buy
3,254
+70
+2% +$1.89K 0.05% 252
2025
Q3 		$110K Buy
+3,184
New +$110K 0.08% 177
2025
Q1 		– Sell
-3,108
Closed -$76.4K – 538
2024
Q4 		$76.4K Buy
3,108
+1
+0% +$26 0.05% 193
2024
Q3 		$81.2K Buy
3,107
+2,679
+626% +$73.7K 0.05% 191
2024
Q2 		$12.4K Buy
428
+1
+0.2% +$30 0.01% 426
2024
Q1 		$13.9K Buy
427
+217
+103% +$6.91K 0.01% 408
2023
Q4 		$7.52K Buy
+210
New +$7.42K 0.01% 484

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

Caitlin John's MOS Position: Q2 2026 in Review

Caitlin John increased its The Mosaic Company (MOS) stake by 8.7% in Q2 2026, buying an estimated $7.67K and bringing the position to 4,145 shares worth $87.8K. The position accounts for 0.05% of the portfolio, ranked #277.

Caitlin John first reported a position in MOS in Q4 2023 and has held it in 9 quarters since. The position peaked at $110K in Q3 2025. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Caitlin John held 4,145 shares of The Mosaic Company worth $87.8K as of Q2 2026.
  • Caitlin John bought 332 The Mosaic Company shares in Q2 2026, an estimated $7.67K.
  • The Mosaic Company made up 0.05% of Caitlin John's portfolio in Q2 2026, its #277 holding.
  • Caitlin John first reported a position in The Mosaic Company in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's The Mosaic Company position peaked at $110K in Q3 2025.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.