CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.04M | Buy |
79,972
+34,915
| +77% | +$958K | ﹤0.01% | 1213 |
|
|
2025
Q4 | $1.09M | Sell |
45,057
-23,214
| -34% | -$625K | ﹤0.01% | 1458 |
|
|
2025
Q3 | $2.37M | Buy |
68,271
+34,491
| +102% | +$1.19M | ﹤0.01% | 943 |
|
|
2025
Q2 | $1.23M | Buy |
33,780
+19,399
| +135% | +$622K | ﹤0.01% | 1231 |
|
|
2025
Q1 | $388K | Buy |
14,381
+4,713
| +49% | +$125K | ﹤0.01% | 1796 |
|
|
2024
Q4 | $238K | Buy |
9,668
+2,087
| +28% | +$54.6K | ﹤0.01% | 2050 |
|
|
2024
Q3 | $203K | Sell |
7,581
-1,512
| -17% | -$41.6K | ﹤0.01% | 2128 |
|
|
2024
Q2 | $263K | Buy |
9,093
+1,161
| +15% | +$35K | ﹤0.01% | 1888 |
|
|
2024
Q1 | $257K | Sell |
7,932
-9,234
| -54% | -$294K | ﹤0.01% | 1861 |
|
|
2023
Q4 | $613K | Buy |
17,166
+4,586
| +36% | +$162K | ﹤0.01% | 1591 |
|
|
2023
Q3 | $448K | Sell |
12,580
-688
| -5% | -$26.4K | ﹤0.01% | 1712 |
|
|
2023
Q2 | $464K | Sell |
13,268
-1,557
| -11% | -$60.2K | ﹤0.01% | 1667 |
|
|
2023
Q1 | $680K | Sell |
14,825
-1,561
| -10% | -$75.6K | ﹤0.01% | 1247 |
|
|
2022
Q4 | $719K | Sell |
16,386
-4,289
| -21% | -$212K | ﹤0.01% | 1148 |
|
|
2022
Q3 | $999K | Buy |
20,675
+8,127
| +65% | +$420K | 0.01% | 913 |
|
|
2022
Q2 | $593K | Buy |
12,548
+1,432
| +13% | +$87.7K | ﹤0.01% | 1067 |
|
|
2022
Q1 | $739K | Buy |
11,116
+2,959
| +36% | +$148K | ﹤0.01% | 972 |
|
|
2021
Q4 | $320K | Buy |
8,157
+1,746
| +27% | +$66.9K | ﹤0.01% | 1351 |
|
|
2021
Q3 | $229K | Buy |
6,411
+919
| +17% | +$29.4K | ﹤0.01% | 1461 |
|
|
2021
Q2 | $175K | Sell |
5,492
-268
| -5% | -$9.09K | ﹤0.01% | 1612 |
|
|
2021
Q1 | $182K | Buy |
5,760
+5,242
| +1,012% | +$155K | ﹤0.01% | 1540 |
|
|
2020
Q4 | $12K | Sell |
518
-385
| -43% | -$7.75K | ﹤0.01% | 2486 |
|
|
2020
Q3 | $16K | Buy |
903
+270
| +43% | +$4.39K | ﹤0.01% | 2077 |
|
|
2020
Q2 | $8K | Buy |
+633
| New | +$7.58K | ﹤0.01% | 2260 |
|
|
2019
Q4 | – | Sell |
-1,404
| Closed | -$29K | – | 1484 |
|
|
2019
Q3 | $29K | Hold |
1,404
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q2 | $35K | Buy |
1,404
+948
| +208% | +$23.1K | ﹤0.01% | 1108 |
|
|
2019
Q1 | $12K | Hold |
456
| – | – | ﹤0.01% | 1346 |
|
|
2018
Q4 | $13K | Hold |
456
| – | – | ﹤0.01% | 1157 |
|
|
2018
Q3 | $15K | Hold |
456
| – | – | ﹤0.01% | 1105 |
|
|
2018
Q2 | $13K | Hold |
456
| – | – | ﹤0.01% | 1088 |
|
|
2018
Q1 | $11K | Hold |
456
| – | – | ﹤0.01% | 1001 |
|
|
2017
Q4 | $12K | Buy |
+456
| New | +$10.5K | ﹤0.01% | 947 |
|
Other funds holding MOS
VCM
VPM
CAPTRUST Financial Advisors's MOS Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its The Mosaic Company (MOS) stake by 77% in Q1 2026, buying an estimated $958K and bringing the position to 79,972 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1213.
CAPTRUST Financial Advisors first reported a position in MOS in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.37M in Q3 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.
- CAPTRUST Financial Advisors held 79,972 shares of The Mosaic Company worth $2.04M as of Q1 2026.
- CAPTRUST Financial Advisors bought 34,915 The Mosaic Company shares in Q1 2026, an estimated $958K.
- The Mosaic Company made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1213 holding.
- CAPTRUST Financial Advisors first reported a position in The Mosaic Company in Q4 2017 and has held it in 32 quarters since.
- CAPTRUST Financial Advisors's The Mosaic Company position peaked at $2.37M in Q3 2025.
- 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.