Covestor
MOS icon

Covestor’s The Mosaic Company MOS Stock Holding History

Covestor’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
Q3 		$6K Sell
275
-32
-10% -$743 ﹤0.01% 1802
2026
Q2 		$7K Sell
307
-9
-3% -$208 ﹤0.01% 1789
2026
Q1 		$8K Sell
316
-48
-13% -$1.32K 0.01% 1579
2025
Q4 		$9K Buy
364
+1
+0.3% +$27 ﹤0.01% 1635
2025
Q3 		$13K Hold
363
– – 0.01% 1467
2025
Q2 		$13K Buy
363
+3
+0.8% +$96 0.01% 1416
2025
Q1 		$10K Sell
360
-8
-2% -$212 0.01% 1494
2024
Q4 		$9K Buy
368
+1
+0.3% +$26 0.01% 1601
2024
Q3 		$10K Buy
367
+1
+0.3% +$28 0.01% 1565
2024
Q2 		$11K Buy
366
+1
+0.3% +$30 0.01% 1473
2024
Q1 		$12K Sell
365
-140
-28% -$4.46K 0.01% 1459
2023
Q4 		$18K Sell
505
-80
-14% -$2.82K 0.01% 1235
2023
Q3 		$21K Buy
585
+110
+23% +$4.22K 0.02% 1099
2023
Q2 		$16K Buy
475
+87
+22% +$3.36K 0.01% 1232
2023
Q1 		$18K Buy
388
+59
+18% +$2.86K 0.02% 1035
2022
Q4 		$14K Sell
329
-23
-7% -$1.14K 0.01% 1171
2022
Q3 		$17K Sell
352
-909
-72% -$47K 0.02% 1048
2022
Q2 		$60K Sell
1,261
-1,974
-61% -$121K 0.05% 675
2022
Q1 		$215K Buy
3,235
+1,660
+105% +$83K 0.14% 133
2021
Q4 		$62K Buy
+1,575
New +$60.3K 0.09% 409

Other funds holding MOS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return

Covestor's MOS Position: Q3 2026 in Review

Covestor reduced its The Mosaic Company (MOS) stake by 10% in Q3 2026, selling an estimated $743 and leaving 275 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Covestor first reported a position in MOS in Q4 2021 and has held it in 20 quarters since. The position peaked at $215K in Q1 2022. 547 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • Covestor held 275 shares of The Mosaic Company worth $6K as of Q3 2026.
  • Covestor sold 32 The Mosaic Company shares in Q3 2026, an estimated $743.
  • The Mosaic Company made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1802 holding.
  • Covestor first reported a position in The Mosaic Company in Q4 2021 and has held it in 20 quarters since.
  • Covestor's The Mosaic Company position peaked at $215K in Q1 2022.
  • 547 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.