CFM
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Compass Financial Management’s The Mosaic Company MOS Stock Holding History

Compass Financial Management’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 		$1.82M Buy
+85,795
New +$1.98M 0.22% 121

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Compass Financial Management's MOS Position: Q2 2026 in Review

Compass Financial Management opened a new position in The Mosaic Company (MOS) in Q2 2026: 85,795 shares worth $1.82M. The stake represents 0.22% of the portfolio and ranks #121 among its holdings.

616 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Compass Financial Management held 85,795 shares of The Mosaic Company worth $1.82M as of Q2 2026.
  • The Mosaic Company was a new Compass Financial Management position in Q2 2026.
  • The Mosaic Company made up 0.22% of Compass Financial Management's portfolio in Q2 2026, its #121 holding.
  • 616 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.