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Edgestream Partners’s The Mosaic Company MOS Stock Holding History

Edgestream Partners’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 		– Sell
-45,950
Closed -$1.17M – 1078
2026
Q1 		$1.17M Buy
+45,950
New +$1.26M 0.04% 603
2025
Q4 		– Sell
-11,876
Closed -$412K – 1076
2025
Q3 		$412K Sell
11,876
-157,537
-93% -$5.43M 0.01% 756
2025
Q2 		$6.18M Buy
+169,413
New +$5.43M 0.17% 231
2025
Q1 		– Sell
-151,151
Closed -$3.72M – 964
2024
Q4 		$3.72M Buy
151,151
+53,686
+55% +$1.4M 0.16% 244
2024
Q3 		$2.61M Sell
97,465
-64,497
-40% -$1.77M 0.11% 321
2024
Q2 		$4.68M Buy
+161,962
New +$4.88M 0.23% 140
2024
Q1 		– Sell
-47,359
Closed -$1.69M – 944
2023
Q4 		$1.69M Buy
47,359
+21,061
+80% +$744K 0.12% 284
2023
Q3 		$936K Buy
+26,298
New +$1.01M 0.07% 420
2022
Q2 		– Sell
-126,105
Closed -$8.39M – 593
2022
Q1 		$8.39M Sell
126,105
-38,060
-23% -$1.9M 0.67% 20
2021
Q4 		$6.45M Buy
164,165
+113,602
+225% +$4.35M 0.4% 61
2021
Q3 		$1.81M Sell
50,563
-155,094
-75% -$4.96M 0.11% 252
2021
Q2 		$6.56M Buy
205,657
+63,657
+45% +$2.16M 0.39% 83
2021
Q1 		$4.49M Buy
+142,000
New +$4.19M 0.25% 153
2019
Q3 		– Sell
-704,766
Closed -$17.6M – 294
2019
Q2 		$17.6M Buy
704,766
+217,567
+45% +$5.31M 1.99% 6
2019
Q1 		$13.3M Buy
+487,199
New +$14.9M 1.95% 7
2018
Q4 		– Sell
-65,043
Closed -$2.11M – 276
2018
Q3 		$2.11M Buy
+65,043
New +$1.96M 0.36% 101

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

Edgestream Partners's MOS Position: Q2 2026 in Review

Edgestream Partners sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 45,950 shares — an estimated $1.17M sold.

Edgestream Partners first reported a position in MOS in Q3 2018 and held it in 16 quarters. The position peaked at $17.6M in Q2 2019. 664 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Edgestream Partners reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 45,950 The Mosaic Company shares in Q2 2026, an estimated $1.17M.
  • Edgestream Partners first reported a position in The Mosaic Company in Q3 2018 and held it in 16 quarters.
  • Edgestream Partners's The Mosaic Company position peaked at $17.6M in Q2 2019.
  • 664 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.