CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s The Mosaic Company MOS Stock Holding History

CAPTRUST Financial 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
2023
Q4 		– Sell
-500
Closed -$18 – 2748
2023
Q3 		$18 Buy
+500
New +$19.2K ﹤0.01% 2615

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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.