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Chicago Partners Investment Group’s The Mosaic Company MOS Stock Holding History

Chicago Partners Investment Group’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 		$776K Buy
34,813
+20,482
+143% +$473K 0.02% 772
2026
Q1 		$351K Buy
+14,331
New +$393K 0.01% 1059

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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's MOS Position: Q2 2026 in Review

Chicago Partners Investment Group increased its The Mosaic Company (MOS) stake by 143% in Q2 2026, buying an estimated $473K and bringing the position to 34,813 shares worth $776K. The position accounts for 0.02% of the portfolio, ranked #772.

Chicago Partners Investment Group first reported a position in MOS in Q1 2026 and has held it in 2 quarters since. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Chicago Partners Investment Group held 34,813 shares of The Mosaic Company worth $776K as of Q2 2026.
  • Chicago Partners Investment Group bought 20,482 The Mosaic Company shares in Q2 2026, an estimated $473K.
  • The Mosaic Company made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #772 holding.
  • Chicago Partners Investment Group first reported a position in The Mosaic Company in Q1 2026 and has held it in 2 quarters since.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.