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
Q3 		– Sell
-300
Closed -$6.36K – 3548
2026
Q2 		$6.36K Buy
+300
New +$6.94K ﹤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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

CAPTRUST Financial Advisors's MOS Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its The Mosaic Company (MOS) stake by 9.6% in Q3 2026, buying an estimated $275K and bringing the position to 134,570 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

CAPTRUST Financial Advisors first reported a position in MOS in Q4 2017 and has held it in 34 quarters since. 480 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • CAPTRUST Financial Advisors held 134,570 shares of The Mosaic Company worth $2.91M as of Q3 2026.
  • CAPTRUST Financial Advisors bought 11,842 The Mosaic Company shares in Q3 2026, an estimated $275K.
  • The Mosaic Company made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1092 holding.
  • CAPTRUST Financial Advisors first reported a position in The Mosaic Company in Q4 2017 and has held it in 34 quarters since.
  • 480 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.