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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
Q2 		$265K Buy
12,515
+1,009
+9% +$23.3K 0.1% 217
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

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

Custom Index Systems's MOS Position: Q2 2026 in Review

Custom Index Systems increased its The Mosaic Company (MOS) stake by 8.8% in Q2 2026, buying an estimated $23.3K and bringing the position to 12,515 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #217.

Custom Index Systems first reported a position in MOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $293K in Q1 2026. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Custom Index Systems held 12,515 shares of The Mosaic Company worth $265K as of Q2 2026.
  • Custom Index Systems bought 1,009 The Mosaic Company shares in Q2 2026, an estimated $23.3K.
  • The Mosaic Company made up 0.1% of Custom Index Systems's portfolio in Q2 2026, its #217 holding.
  • Custom Index Systems first reported a position in The Mosaic Company in Q4 2025 and has held it in 3 quarters since.
  • Custom Index Systems's The Mosaic Company position peaked at $293K in Q1 2026.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.