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Costello Asset Management’s The Mosaic Company MOS Stock Holding History

Costello Asset 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 		$2.12K Hold
100
– – ﹤0.01% 656
2026
Q1 		$2.55K Hold
100
– – ﹤0.01% 620
2025
Q4 		$2.41K Hold
100
– – ﹤0.01% 624
2025
Q3 		$3.47K Hold
100
– – ﹤0.01% 582
2025
Q2 		$3.65K Hold
100
– – ﹤0.01% 587
2025
Q1 		$2.7K Buy
+100
New +$2.65K ﹤0.01% 596

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Costello Asset Management's MOS Position: Q2 2026 in Review

Costello Asset Management held its The Mosaic Company (MOS) position steady in Q2 2026 at 100 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Costello Asset Management first reported a position in MOS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.65K in Q2 2025. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Costello Asset Management held 100 shares of The Mosaic Company worth $2.12K as of Q2 2026.
  • Costello Asset Management left its The Mosaic Company share count unchanged in Q2 2026.
  • The Mosaic Company made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #656 holding.
  • Costello Asset Management first reported a position in The Mosaic Company in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's The Mosaic Company position peaked at $3.65K in Q2 2025.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.