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Custom Index Systems’s The Mosaic Company MOS Stock Holding History

Custom Index Systems’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 		$293K Buy
11,506
+653
+6% +$17.9K 0.13% 206
2025
Q4 		$261K Buy
+10,853
New +$292K 0.12% 210

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

Custom Index Systems's MOS Position: Q1 2026 in Review

Custom Index Systems increased its The Mosaic Company (MOS) stake by 6% in Q1 2026, buying an estimated $17.9K and bringing the position to 11,506 shares worth $293K. The position accounts for 0.13% of the portfolio, ranked #206.

Custom Index Systems first reported a position in MOS in Q4 2025 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Custom Index Systems held 11,506 shares of The Mosaic Company worth $293K as of Q1 2026.
  • Custom Index Systems bought 653 The Mosaic Company shares in Q1 2026, an estimated $17.9K.
  • The Mosaic Company made up 0.13% of Custom Index Systems's portfolio in Q1 2026, its #206 holding.
  • Custom Index Systems first reported a position in The Mosaic Company in Q4 2025 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.