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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
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

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

Edgestream Partners's MOS Position: Q1 2026 in Review

Edgestream Partners opened a new position in The Mosaic Company (MOS) in Q1 2026: 45,950 shares worth $1.17M. The stake represents 0.04% of the portfolio and ranks #603 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in MOS as recently as Q3 2025.

Edgestream Partners first reported a position in MOS in Q3 2018 and has held it in 16 quarters since. The position peaked at $17.6M in Q2 2019. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Edgestream Partners held 45,950 shares of The Mosaic Company worth $1.17M as of Q1 2026.
  • The Mosaic Company was a new Edgestream Partners position in Q1 2026.
  • The Mosaic Company made up 0.04% of Edgestream Partners's portfolio in Q1 2026, its #603 holding.
  • Edgestream Partners first reported a position in The Mosaic Company in Q3 2018 and has held it in 16 quarters since.
  • Edgestream Partners's The Mosaic Company position peaked at $17.6M in Q2 2019.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.