CAPTRUST Financial Advisors
MOS icon

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
2026
Q2 		$6.36K Buy
+300
New +$6.93K ﹤0.01% 3248
2023
Q4 		– Sell
-500
Closed -$18 – 2748
2023
Q3 		$18 Buy
+500
New +$19.2K ﹤0.01% 2615

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

CAPTRUST Financial Advisors's MOS Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its The Mosaic Company (MOS) stake by 53% in Q2 2026, buying an estimated $988K and bringing the position to 122,728 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

CAPTRUST Financial Advisors first reported a position in MOS in Q4 2017 and has held it in 33 quarters since. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • CAPTRUST Financial Advisors held 122,728 shares of The Mosaic Company worth $2.6M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 42,756 The Mosaic Company shares in Q2 2026, an estimated $988K.
  • The Mosaic Company made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1155 holding.
  • CAPTRUST Financial Advisors first reported a position in The Mosaic Company in Q4 2017 and has held it in 33 quarters since.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.