CX Institutional
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CX Institutional’s The Mosaic Company MOS Stock Holding History

CX Institutional’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 		$132K Buy
6,097
+1,612
+36% +$37.4K ﹤0.01% 822
2026
Q2 		$95K Sell
4,485
-850
-16% -$19.6K ﹤0.01% 872
2026
Q1 		$136K Buy
5,335
+738
+16% +$20.2K ﹤0.01% 802
2025
Q4 		$111K Sell
4,597
-602
-12% -$16.2K ﹤0.01% 833
2025
Q3 		$180K Sell
5,199
-89
-2% -$3.07K 0.01% 720
2025
Q2 		$193K Sell
5,288
-3,080
-37% -$98.7K 0.01% 640
2025
Q1 		$226K Buy
+8,368
New +$221K 0.01% 562
2024
Q3 		– Sell
-28,480
Closed -$823K – 586
2024
Q2 		$823K Buy
28,480
+418
+1% +$12.6K 0.04% 305
2024
Q1 		$911K Buy
+28,062
New +$894K 0.04% 290
2023
Q4 		– Sell
-79,078
Closed -$2.82M – 560
2023
Q3 		$2.82M Buy
+79,078
New +$3.03M 0.16% 174
2022
Q3 		– Sell
-726
Closed -$34K – 886
2022
Q2 		$34K Buy
+726
New +$44.5K ﹤0.01% 745
2021
Q4 		– Sell
-557
Closed -$20K – 708
2021
Q3 		$20K Buy
557
+137
+33% +$4.38K ﹤0.01% 741
2021
Q2 		$13K Buy
420
+66
+19% +$2.24K ﹤0.01% 804
2021
Q1 		$11K Buy
354
+68
+24% +$2K ﹤0.01% 755
2020
Q4 		$7K Buy
286
+24
+9% +$483 ﹤0.01% 769
2020
Q3 		$5K Buy
262
+199
+316% +$3.24K ﹤0.01% 747
2020
Q2 		$1K Sell
63
-149
-70% -$1.78K ﹤0.01% 820
2020
Q1 		$2K Buy
212
+120
+130% +$2.04K ﹤0.01% 679
2019
Q4 		$2K Buy
92
+26
+39% +$516 ﹤0.01% 668
2019
Q3 		$1K Sell
66
-15
-19% -$327 ﹤0.01% 774
2019
Q2 		$2K Buy
+81
New +$1.98K ﹤0.01% 769

Other funds holding MOS

Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sage Capital Advisors
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

CX Institutional's MOS Position: Q3 2026 in Review

CX Institutional increased its The Mosaic Company (MOS) stake by 36% in Q3 2026, buying an estimated $37.4K and bringing the position to 6,097 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

CX Institutional first reported a position in MOS in Q2 2019 and has held it in 21 quarters since. The position peaked at $2.82M in Q3 2023. 127 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • CX Institutional held 6,097 shares of The Mosaic Company worth $132K as of Q3 2026.
  • CX Institutional bought 1,612 The Mosaic Company shares in Q3 2026, an estimated $37.4K.
  • The Mosaic Company made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #822 holding.
  • CX Institutional first reported a position in The Mosaic Company in Q2 2019 and has held it in 21 quarters since.
  • CX Institutional's The Mosaic Company position peaked at $2.82M in Q3 2023.
  • 127 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.