CT
MOS icon

Clearstead Trust’s The Mosaic Company MOS Stock Holding History

Clearstead Trust’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 		$1.91K Buy
75
+45
+150% +$1.23K ﹤0.01% 886
2025
Q4 		$723 Sell
30
-101
-77% -$2.72K ﹤0.01% 965
2025
Q3 		$4.54K Hold
131
– – ﹤0.01% 789
2025
Q2 		$4.78K Buy
131
+37
+39% +$1.19K ﹤0.01% 760
2025
Q1 		$2.54K Buy
+94
New +$2.49K ﹤0.01% 734

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

Clearstead Trust's MOS Position: Q1 2026 in Review

Clearstead Trust increased its The Mosaic Company (MOS) stake by 150% in Q1 2026, buying an estimated $1.23K and bringing the position to 75 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Clearstead Trust first reported a position in MOS in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.78K in Q2 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Clearstead Trust held 75 shares of The Mosaic Company worth $1.91K as of Q1 2026.
  • Clearstead Trust bought 45 The Mosaic Company shares in Q1 2026, an estimated $1.23K.
  • The Mosaic Company made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #886 holding.
  • Clearstead Trust first reported a position in The Mosaic Company in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Trust's The Mosaic Company position peaked at $4.78K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.