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Cambria Investment Management’s The Mosaic Company MOS Stock Holding History

Cambria Investment Management’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
2025
Q4 		– Sell
-15,891
Closed -$551K – 649
2025
Q3 		$551K Buy
15,891
+3,177
+25% +$109K 0.03% 346
2025
Q2 		$464K Sell
12,714
-323,816
-96% -$10.4M 0.03% 308
2025
Q1 		$9.09M Sell
336,530
-34,254
-9% -$906K 0.63% 78
2024
Q4 		$9.11M Buy
370,784
+14,753
+4% +$386K 0.55% 97
2024
Q3 		$9.53M Sell
356,031
-6,507
-2% -$179K 0.57% 105
2024
Q2 		$10.5M Sell
362,538
-15,484
-4% -$467K 0.64% 100
2024
Q1 		$12.3M Buy
378,022
+96,883
+34% +$3.09M 0.73% 61
2023
Q4 		$10M Buy
281,139
+39,308
+16% +$1.39M 0.7% 72
2023
Q3 		$8.61M Buy
241,831
+18,879
+8% +$724K 0.7% 59
2023
Q2 		$7.8M Sell
222,952
-17,284
-7% -$668K 0.65% 62
2023
Q1 		$11M Buy
240,236
+14,471
+6% +$701K 0.91% 27
2022
Q4 		$9.9M Buy
225,765
+39,324
+21% +$1.95M 0.83% 30
2022
Q3 		$9.01M Buy
186,441
+19,651
+12% +$1.02M 0.97% 19
2022
Q2 		$7.88M Buy
166,790
+18,028
+12% +$1.1M 1.02% 15
2022
Q1 		$9.89M Buy
148,762
+51,670
+53% +$2.58M 1.26% 11
2021
Q4 		$3.81M Buy
+97,092
New +$3.72M 0.64% 48

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambria Investment Management's MOS Position: Q4 2025 in Review

Cambria Investment Management sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 15,891 shares — an estimated $551K sold.

Cambria Investment Management first reported a position in MOS in Q4 2021 and held it in 16 quarters. The position peaked at $12.3M in Q1 2024. 657 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Cambria Investment Management reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Cambria Investment Management sold 15,891 The Mosaic Company shares in Q4 2025, an estimated $551K.
  • Cambria Investment Management first reported a position in The Mosaic Company in Q4 2021 and held it in 16 quarters.
  • Cambria Investment Management's The Mosaic Company position peaked at $12.3M in Q1 2024.
  • 657 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Cambria Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.