CFO
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CVA Family Office’s The Mosaic Company MOS Stock Holding History

CVA Family Office’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 		$2.58K Sell
122
-327
-73% -$7.56K ﹤0.01% 1468
2026
Q1 		$11.4K Sell
449
-3,151
-88% -$86.4K ﹤0.01% 947
2025
Q4 		$86.7K Sell
3,600
-969
-21% -$26.1K 0.01% 444
2025
Q3 		$158K Hold
4,569
– – 0.02% 334
2025
Q2 		$167K Buy
4,569
+919
+25% +$29.4K 0.02% 320
2025
Q1 		$98.6K Buy
3,650
+1,944
+114% +$51.4K 0.02% 390
2024
Q4 		$41.9K Sell
1,706
-331
-16% -$8.66K 0.01% 555
2024
Q3 		$54.6K Buy
2,037
+384
+23% +$10.6K 0.01% 494
2024
Q2 		$47.8K Buy
1,653
+53
+3% +$1.6K 0.01% 504
2024
Q1 		$51.9K Sell
1,600
-615
-28% -$19.6K 0.01% 488
2023
Q4 		$79.1K Buy
+2,215
New +$78.2K 0.02% 370
2023
Q3 		– Sell
-1,975
Closed -$69.1K – 677
2023
Q2 		$69.1K Buy
1,975
+115
+6% +$4.44K 0.01% 377
2023
Q1 		$85.3K Sell
1,860
-65
-3% -$3.15K 0.02% 337
2022
Q4 		$84.5K Sell
1,925
-65
-3% -$3.22K 0.02% 308
2022
Q3 		$96K Hold
1,990
– – 0.03% 248
2022
Q2 		$94K Buy
1,990
+1,685
+552% +$103K 0.03% 254
2022
Q1 		$20K Buy
305
+65
+27% +$3.25K ﹤0.01% 563
2021
Q4 		$9K Buy
+240
New +$9.19K ﹤0.01% 667
2021
Q3 		– Sell
-155
Closed -$5K – 678
2021
Q2 		$5K Hold
155
– – ﹤0.01% 767
2021
Q1 		$5K Buy
+155
New +$4.57K ﹤0.01% 625

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 $3.38T AUM 44.17% 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

CVA Family Office's MOS Position: Q2 2026 in Review

CVA Family Office reduced its The Mosaic Company (MOS) stake by 73% in Q2 2026, selling an estimated $7.56K and leaving 122 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

CVA Family Office first reported a position in MOS in Q1 2021 and has held it in 20 quarters since. The position peaked at $167K in Q2 2025. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • CVA Family Office held 122 shares of The Mosaic Company worth $2.58K as of Q2 2026.
  • CVA Family Office sold 327 The Mosaic Company shares in Q2 2026, an estimated $7.56K.
  • The Mosaic Company made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1468 holding.
  • CVA Family Office first reported a position in The Mosaic Company in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's The Mosaic Company position peaked at $167K in Q2 2025.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.