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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
Q1 		$351K Buy
+14,331
New +$393K 0.01% 1059

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chicago Partners Investment Group's MOS Position: Q1 2026 in Review

Chicago Partners Investment Group opened a new position in The Mosaic Company (MOS) in Q1 2026: 14,331 shares worth $351K. The stake represents 0.01% of the portfolio and ranks #1059 among its holdings.

692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Chicago Partners Investment Group held 14,331 shares of The Mosaic Company worth $351K as of Q1 2026.
  • The Mosaic Company was a new Chicago Partners Investment Group position in Q1 2026.
  • The Mosaic Company made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1059 holding.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.