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 Q2	$474K	Buy	22,394 +222	+1%	+$5.13K	0.1%	103
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Chase Investment Counsel's MOS Position: Q2 2026 in Review

Chase Investment Counsel increased its The Mosaic Company (MOS) stake by 1% in Q2 2026, buying an estimated $5.13K and bringing the position to 22,394 shares worth $474K. The position accounts for 0.1% of the portfolio, ranked #103.

Chase Investment Counsel first reported a position in MOS in Q4 2018 and has held it in 5 quarters since. The position peaked at $2.67M in Q4 2018. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Chase Investment Counsel held 22,394 shares of The Mosaic Company worth $474K as of Q2 2026.
Chase Investment Counsel bought 222 The Mosaic Company shares in Q2 2026, an estimated $5.13K.
The Mosaic Company made up 0.1% of Chase Investment Counsel's portfolio in Q2 2026, its #103 holding.
Chase Investment Counsel first reported a position in The Mosaic Company in Q4 2018 and has held it in 5 quarters since.
Chase Investment Counsel's The Mosaic Company position peaked at $2.67M in Q4 2018.
666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.