Capstone Investment Advisors’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-8,600
| Closed | -$298K | – | 1895 |
|
|
2025
Q3 | $298K | Buy |
+8,600
| New | +$296K | ﹤0.01% | 1652 |
|
|
2025
Q2 | – | Sell |
-9,300
| Closed | -$251K | – | 1685 |
|
|
2025
Q1 | $251K | Sell |
9,300
-49,900
| -84% | -$1.32M | ﹤0.01% | 1229 |
|
|
2024
Q4 | $1.46M | Buy |
59,200
+44,100
| +292% | +$1.15M | ﹤0.01% | 944 |
|
|
2024
Q3 | $404K | Buy |
15,100
+1,900
| +14% | +$52.3K | ﹤0.01% | 1279 |
|
|
2024
Q2 | $381K | Sell |
13,200
-700
| -5% | -$21.1K | ﹤0.01% | 1449 |
|
|
2024
Q1 | $451K | Sell |
13,900
-10,500
| -43% | -$334K | ﹤0.01% | 1612 |
|
|
2023
Q4 | $872K | Buy |
24,400
+8,300
| +52% | +$293K | ﹤0.01% | 1112 |
|
|
2023
Q3 | $573K | Buy |
16,100
+2,500
| +18% | +$95.9K | ﹤0.01% | 1249 |
|
|
2023
Q2 | $476K | Buy |
13,600
+1,800
| +15% | +$69.6K | ﹤0.01% | 1187 |
|
|
2023
Q1 | $541K | Sell |
11,800
-7,300
| -38% | -$354K | ﹤0.01% | 980 |
|
|
2022
Q4 | $838K | Buy |
19,100
+1,300
| +7% | +$64.4K | 0.01% | 990 |
|
|
2022
Q3 | $860K | Buy |
17,800
+1,400
| +9% | +$72.3K | 0.01% | 1092 |
|
|
2022
Q2 | $775K | Sell |
16,400
-14,900
| -48% | -$913K | ﹤0.01% | 1100 |
|
|
2022
Q1 | $2.08M | Sell |
31,300
-25,300
| -45% | -$1.27M | 0.01% | 1029 |
|
|
2021
Q4 | $2.22M | Buy |
56,600
+16,100
| +40% | +$616K | ﹤0.01% | 1096 |
|
|
2021
Q3 | $1.45M | Sell |
40,500
-7,200
| -15% | -$230K | ﹤0.01% | 1307 |
|
|
2021
Q2 | $1.52M | Buy |
47,700
+11,200
| +31% | +$380K | ﹤0.01% | 1110 |
|
|
2021
Q1 | $1.15M | Buy |
36,500
+13,000
| +55% | +$383K | ﹤0.01% | 1075 |
|
|
2020
Q4 | $541K | Buy |
23,500
+3,300
| +16% | +$66.4K | ﹤0.01% | 1233 |
|
|
2020
Q3 | $369K | Sell |
20,200
-1,500
| -7% | -$24.4K | ﹤0.01% | 1218 |
|
|
2020
Q2 | $271K | Sell |
21,700
-3,700
| -15% | -$44.3K | ﹤0.01% | 1183 |
|
|
2020
Q1 | $275K | Sell |
25,400
-10,200
| -29% | -$173K | ﹤0.01% | 981 |
|
|
2019
Q4 | $770K | Buy |
35,600
+5,400
| +18% | +$107K | ﹤0.01% | 1061 |
|
|
2019
Q3 | $619K | Buy |
30,200
+8,800
| +41% | +$192K | ﹤0.01% | 1042 |
|
|
2019
Q2 | $536K | Buy |
21,400
+8,900
| +71% | +$217K | ﹤0.01% | 1095 |
|
|
2019
Q1 | $341K | Buy |
12,500
+7,800
| +166% | +$238K | ﹤0.01% | 1053 |
|
|
2018
Q4 | $137K | Buy |
4,700
+400
| +9% | +$13.2K | ﹤0.01% | 1077 |
|
|
2018
Q3 | $140K | Buy |
+4,300
| New | +$130K | ﹤0.01% | 1082 |
|
|
2014
Q4 | – | Sell |
-64,400
| Closed | -$2.86M | – | 383 |
|
|
2014
Q3 | $2.86M | Buy |
+64,400
| New | +$3.03M | 0.03% | 267 |
|
|
2014
Q1 | – | Sell |
-389,700
| Closed | -$18.4M | – | 488 |
|
|
2013
Q4 | $18.4M | Buy |
+389,700
| New | +$18.1M | 0.2% | 62 |
|
Other funds holding MOS
VCM
VPM
Capstone Investment Advisors's MOS Position: Q1 2026 in Review
Capstone Investment Advisors sold out of The Mosaic Company (MOS) in Q1 2026, closing a stake of 11,522 shares — an estimated $316K sold.
Capstone Investment Advisors first reported a position in MOS in Q4 2013 and held it in 30 quarters. The position peaked at $5M in Q1 2014. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.
- Capstone Investment Advisors reported no remaining The Mosaic Company position as of Q1 2026 after selling out during the quarter.
- Capstone Investment Advisors sold 11,522 The Mosaic Company shares in Q1 2026, an estimated $316K.
- Capstone Investment Advisors first reported a position in The Mosaic Company in Q4 2013 and held it in 30 quarters.
- Capstone Investment Advisors's The Mosaic Company position peaked at $5M in Q1 2014.
- 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.