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Capital Performance Advisors’s The Mosaic Company MOS Stock Holding History

Capital Performance 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
2025
Q4 		– Sell
-5,825
Closed -$202K – 475
2025
Q3 		$202K Buy
+5,825
New +$201K 0.03% 321
2024
Q4 		– Sell
-329
Closed -$8.81K – 1693
2024
Q3 		$8.81K Buy
+329
New +$9.05K ﹤0.01% 881

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Performance Advisors's MOS Position: Q4 2025 in Review

Capital Performance Advisors sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 5,825 shares — an estimated $202K sold.

Capital Performance Advisors first reported a position in MOS in Q3 2024 and held it in 2 quarters. The position peaked at $202K in Q3 2025. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Capital Performance Advisors reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 5,825 The Mosaic Company shares in Q4 2025, an estimated $202K.
  • Capital Performance Advisors first reported a position in The Mosaic Company in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's The Mosaic Company position peaked at $202K in Q3 2025.
  • 658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.