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MOS icon

Caprock Group’s The Mosaic Company MOS Stock Holding History

Caprock Group’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
-11,863
Closed -$396K – 1264
2025
Q3 		$396K Buy
+11,863
New +$409K 0.01% 861
2025
Q1 		$1.01M Buy
37,218
+28,165
+311% +$745K 0.03% 462
2024
Q4 		$223K Sell
9,053
-16,307
-64% -$426K 0.01% 908
2024
Q3 		$679K Sell
25,360
-1,463
-5% -$40.3K 0.02% 488
2024
Q2 		$775K Buy
26,823
+10,369
+63% +$312K 0.03% 429
2024
Q1 		$534K Buy
16,454
+1,034
+7% +$32.9K 0.03% 388
2023
Q4 		$551K Buy
15,420
+2,403
+18% +$84.9K 0.04% 360
2023
Q3 		$463K Sell
13,017
-415
-3% -$15.9K 0.04% 377
2023
Q2 		$470K Sell
13,432
-667
-5% -$25.8K 0.03% 380
2023
Q1 		$647K Buy
14,099
+7,522
+114% +$364K 0.05% 299
2022
Q4 		$289K Sell
6,577
-610
-8% -$30.2K 0.03% 410
2022
Q3 		$347K Buy
7,187
+464
+7% +$24K 0.03% 365
2022
Q2 		$318K Buy
+6,723
New +$412K 0.03% 361

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 $3.37T AUM 44.26% 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

Caprock Group's MOS Position: Q4 2025 in Review

Caprock Group sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 11,863 shares — an estimated $396K sold.

Caprock Group first reported a position in MOS in Q2 2022 and held it in 13 quarters. The position peaked at $1.01M in Q1 2025. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Caprock Group reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Caprock Group sold 11,863 The Mosaic Company shares in Q4 2025, an estimated $396K.
  • Caprock Group first reported a position in The Mosaic Company in Q2 2022 and held it in 13 quarters.
  • Caprock Group's The Mosaic Company position peaked at $1.01M in Q1 2025.
  • 658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.