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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
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

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

Costello Asset Management's MOS Position: Q1 2026 in Review

Costello Asset Management held its The Mosaic Company (MOS) position steady in Q1 2026 at 100 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Costello Asset Management first reported a position in MOS in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.65K in Q2 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Costello Asset Management held 100 shares of The Mosaic Company worth $2.55K as of Q1 2026.
  • Costello Asset Management left its The Mosaic Company share count unchanged in Q1 2026.
  • The Mosaic Company made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #620 holding.
  • Costello Asset Management first reported a position in The Mosaic Company in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's The Mosaic Company position peaked at $3.65K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.