CIBC Private Wealth Group
MOS icon

CIBC Private Wealth Group’s The Mosaic Company MOS Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$28.2K Sell
1,172
-2,301
-66% -$62K ﹤0.01% 2030
2025
Q3 		$120K Buy
3,473
+254
+8% +$8.75K ﹤0.01% 1414
2025
Q2 		$117K Buy
3,219
+153
+5% +$4.9K ﹤0.01% 1323
2025
Q1 		$69.8K Buy
3,066
+832
+37% +$22K ﹤0.01% 1503
2024
Q4 		$55.1K Sell
2,234
-1,022
-31% -$26.7K ﹤0.01% 1653
2024
Q3 		$87.2K Buy
3,256
+223
+7% +$6.14K ﹤0.01% 1549
2024
Q2 		$82.1K Buy
3,033
+2,223
+274% +$67K ﹤0.01% 1474
2024
Q1 		$26.3K Buy
+810
New +$25.8K ﹤0.01% 1934
2022
Q2 		– Sell
-10,361
Closed -$689K – 1262
2022
Q1 		$689K Sell
10,361
-2,120
-17% -$106K ﹤0.01% 694
2021
Q4 		$490K Buy
12,481
+1,479
+13% +$56.6K ﹤0.01% 778
2021
Q3 		$393K Sell
11,002
-2,763
-20% -$88.4K ﹤0.01% 767
2021
Q2 		$440K Sell
13,765
-205
-1% -$6.95K ﹤0.01% 820
2021
Q1 		$442K Sell
13,970
-1,111
-7% -$32.8K ﹤0.01% 828
2020
Q4 		$347K Hold
15,081
– – ﹤0.01% 843
2020
Q3 		$275K Buy
+15,081
New +$245K ﹤0.01% 795
2018
Q4 		– Sell
-13,662
Closed -$444K – 916
2018
Q3 		$444K Buy
13,662
+1
+0% +$30 ﹤0.01% 804
2018
Q2 		$383K Sell
13,661
-10,100
-43% -$274K ﹤0.01% 818
2018
Q1 		$577K Sell
23,761
-19
-0.1% -$500 ﹤0.01% 756
2017
Q4 		$610K Sell
23,780
-19,012
-44% -$437K ﹤0.01% 740
2017
Q3 		$924K Buy
+42,792
New +$927K ﹤0.01% 658

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's MOS Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its The Mosaic Company (MOS) stake by 66% in Q4 2025, selling an estimated $62K and leaving 1,172 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

CIBC Private Wealth Group first reported a position in MOS in Q3 2017 and has held it in 20 quarters since. The position peaked at $924K in Q3 2017. 656 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • CIBC Private Wealth Group held 1,172 shares of The Mosaic Company worth $28.2K as of Q4 2025.
  • CIBC Private Wealth Group sold 2,301 The Mosaic Company shares in Q4 2025, an estimated $62K.
  • The Mosaic Company made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2030 holding.
  • CIBC Private Wealth Group first reported a position in The Mosaic Company in Q3 2017 and has held it in 20 quarters since.
  • CIBC Private Wealth Group's The Mosaic Company position peaked at $924K in Q3 2017.
  • 656 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.