Copley Financial Group’s The Mosaic Company MOS Stock Holding History

Copley Financial 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	–	Sell	-11,240	Closed	-$390K	–	126
2025 Q3	$390K	Buy	+11,240	New	+$387K	0.27%	72

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

Copley Financial Group's MOS Position: Q4 2025 in Review

Copley Financial Group sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 11,240 shares — an estimated $390K sold.

Copley Financial Group first reported a position in MOS in Q3 2025 and held it in 1 quarter. The position peaked at $390K in Q3 2025. 657 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

Copley Financial Group reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
Copley Financial Group sold 11,240 The Mosaic Company shares in Q4 2025, an estimated $390K.
Copley Financial Group first reported a position in The Mosaic Company in Q3 2025 and held it in 1 quarter.
Copley Financial Group's The Mosaic Company position peaked at $390K in Q3 2025.
657 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Copley Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.