Chase Investment Counsel’s The Mosaic Company MOS Stock Holding History

Chase Investment Counsel’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 Q1	$565K	Buy	+22,172	New	+$608K	0.15%	100
2022 Q3	–	Sell	-35,816	Closed	-$1.69M	–	104
2022 Q2	$1.69M	Sell	35,816 -2,714	-7%	-$166K	0.91%	44
2022 Q1	$2.56M	Buy	+38,530	New	+$1.93M	1.12%	36
2019 Q1	–	Sell	-91,279	Closed	-$2.67M	–	107
2018 Q4	$2.67M	Buy	+91,279	New	+$3M	1.59%	25

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chase Investment Counsel's MOS Position: Q1 2026 in Review

Chase Investment Counsel opened a new position in The Mosaic Company (MOS) in Q1 2026: 22,172 shares worth $565K. The stake represents 0.15% of the portfolio and ranks #100 among its holdings. This is a return to the name: Chase Investment Counsel previously reported a position in MOS as recently as Q2 2022.

Chase Investment Counsel first reported a position in MOS in Q4 2018 and has held it in 4 quarters since. The position peaked at $2.67M in Q4 2018. 693 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Chase Investment Counsel held 22,172 shares of The Mosaic Company worth $565K as of Q1 2026.
The Mosaic Company was a new Chase Investment Counsel position in Q1 2026.
The Mosaic Company made up 0.15% of Chase Investment Counsel's portfolio in Q1 2026, its #100 holding.
Chase Investment Counsel first reported a position in The Mosaic Company in Q4 2018 and has held it in 4 quarters since.
Chase Investment Counsel's The Mosaic Company position peaked at $2.67M in Q4 2018.
693 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Chase Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.