Colonial Trust Advisors’s The Mosaic Company MOS Stock Holding History

Colonial Trust Advisors’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	–	Sell	-25	Closed	-$867	–	728
2025 Q3	$867	Hold	25	–	–	﹤0.01%	644
2025 Q2	$912	Hold	25	–	–	﹤0.01%	653
2025 Q1	$675	Hold	25	–	–	﹤0.01%	642
2024 Q4	$615	Hold	25	–	–	﹤0.01%	644
2024 Q3	$670	Hold	25	–	–	﹤0.01%	717
2024 Q2	$723	Hold	25	–	–	﹤0.01%	709
2024 Q1	$812	Sell	25 -28	-53%	-$892	﹤0.01%	874
2023 Q4	$1.89K	Hold	53	–	–	﹤0.01%	717
2023 Q3	$1.89K	Hold	53	–	–	﹤0.01%	729
2023 Q2	$1.85K	Hold	53	–	–	﹤0.01%	751
2023 Q1	$2.43K	Buy	53 +25	+89%	+$1.21K	﹤0.01%	707
2022 Q4	$1.23K	Buy	+28	New	+$1.39K	﹤0.01%	780

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Colonial Trust Advisors's MOS Position: Q4 2025 in Review

Colonial Trust Advisors sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 25 shares — an estimated $867 sold.

Colonial Trust Advisors first reported a position in MOS in Q4 2022 and held it in 12 quarters. The position peaked at $2.43K in Q1 2023. 656 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

Colonial Trust Advisors reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
Colonial Trust Advisors sold 25 The Mosaic Company shares in Q4 2025, an estimated $867.
Colonial Trust Advisors first reported a position in The Mosaic Company in Q4 2022 and held it in 12 quarters.
Colonial Trust Advisors's The Mosaic Company position peaked at $2.43K in Q1 2023.
656 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Colonial Trust Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.