C
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
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% -$2.83K 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

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

Covestor's MOS Position: Q1 2026 in Review

Covestor reduced its The Mosaic Company (MOS) stake by 13% in Q1 2026, selling an estimated $1.32K and leaving 316 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #1579.

Covestor first reported a position in MOS in Q4 2021 and has held it in 18 quarters since. The position peaked at $215K in Q1 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Covestor held 316 shares of The Mosaic Company worth $8K as of Q1 2026.
  • Covestor sold 48 The Mosaic Company shares in Q1 2026, an estimated $1.32K.
  • The Mosaic Company made up 0.01% of Covestor's portfolio in Q1 2026, its #1579 holding.
  • Covestor first reported a position in The Mosaic Company in Q4 2021 and has held it in 18 quarters since.
  • Covestor's The Mosaic Company position peaked at $215K in Q1 2022.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.