Edmond de Rothschild Holding’s The Mosaic Company MOS Stock Holding History

Edmond de Rothschild Holding’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	$13.5M	Buy	530,000 +100,000	+23%	+$2.74M	0.2%	105
2025 Q4	$10.4M	Buy	430,000 +60,000	+16%	+$1.62M	0.15%	128
2025 Q3	$12.8M	Hold	370,000	–	–	0.2%	105
2025 Q2	$13.5M	Sell	370,000 -550,000	-60%	-$17.6M	0.22%	104
2025 Q1	$24.8M	Buy	920,000 +45,000	+5%	+$1.19M	0.44%	65
2024 Q4	$21.5M	Buy	875,000 +35,000	+4%	+$915K	0.37%	73
2024 Q3	$22.5M	Buy	840,000 +60,000	+8%	+$1.65M	0.36%	77
2024 Q2	$22.5M	Buy	780,000 +90,000	+13%	+$2.71M	0.38%	69
2024 Q1	$22.4M	Buy	690,000 +310,000	+82%	+$9.87M	0.37%	70
2023 Q4	$13.6M	Hold	380,000	–	–	0.24%	101
2023 Q3	$13.5M	Buy	380,000 +20,000	+6%	+$767K	0.27%	100
2023 Q2	$12.6M	Buy	360,000 +30,000	+9%	+$1.16M	0.25%	100
2023 Q1	$15.1M	Sell	330,000 -60,000	-15%	-$2.91M	0.34%	80
2022 Q4	$17.1M	Buy	390,000 +40,000	+11%	+$1.98M	0.4%	72
2022 Q3	$16.9M	Sell	350,000 -10,000	-3%	-$517K	0.45%	71
2022 Q2	$17M	Sell	360,000 -140,000	-28%	-$8.58M	0.41%	74
2022 Q1	$33.3M	Sell	500,000 -71,410	-12%	-$3.57M	0.72%	44
2021 Q4	$22.5M	Sell	571,410 -2,390	-0.4%	-$91.5K	0.49%	58
2021 Q3	$20.5M	Sell	573,800 -20,000	-3%	-$640K	0.47%	61
2021 Q2	$18.9M	Buy	593,800 +69,700	+13%	+$2.36M	0.44%	67
2021 Q1	$16.6M	Sell	524,100 -10,900	-2%	-$321K	0.45%	66
2020 Q4	$12.3M	Hold	535,000	–	–	0.41%	79
2020 Q3	$9.77M	Sell	535,000 -410,242	-43%	-$6.68M	0.39%	76
2020 Q2	$11.8M	Sell	945,242 -44,379	-4%	-$532K	0.49%	59
2020 Q1	$10.7M	Sell	989,621 -140,250	-12%	-$2.38M	0.56%	48
2019 Q4	$24.4M	Sell	1,129,871 -80,100	-7%	-$1.59M	0.96%	29
2019 Q3	$24.8M	Buy	1,209,971 +78,878	+7%	+$1.72M	0.99%	26
2019 Q2	$28.3M	Buy	1,131,093 +153,316	+16%	+$3.74M	1.07%	28
2019 Q1	$26.7M	Sell	977,777 -4,898	-0.5%	-$149K	0.92%	31
2018 Q4	$28.7M	Sell	982,675 -600,437	-38%	-$19.8M	1.01%	27
2018 Q3	$51.4M	Sell	1,583,112 -111,038	-7%	-$3.35M	1.46%	18
2018 Q2	$47.5M	Sell	1,694,150 -125,700	-7%	-$3.41M	1.36%	19
2018 Q1	$44.2M	Sell	1,819,850 -29,400	-2%	-$773K	1.29%	18
2017 Q4	$47.5M	Buy	1,849,250 +111,900	+6%	+$2.57M	1.36%	16
2017 Q3	$37.5M	Buy	1,737,350 +20,220	+1%	+$438K	1.07%	25
2017 Q2	$39.2M	Sell	1,717,130 -75,000	-4%	-$1.84M	1.1%	20
2017 Q1	$52.3M	Buy	1,792,130 +75,000	+4%	+$2.32M	1.39%	15
2016 Q4	$50.4M	Hold	1,717,130	–	–	1.39%	16
2016 Q3	$42M	Buy	1,717,130 +299,760	+21%	+$8.17M	1.27%	14
2016 Q2	$37.1M	Buy	1,417,370 +38,600	+3%	+$1.02M	1.19%	22
2016 Q1	$37.2M	Sell	1,378,770 -504,570	-27%	-$13.2M	1.19%	20
2015 Q4	$52M	Buy	1,883,340 +117,630	+7%	+$3.76M	1.38%	13
2015 Q3	$54.9M	Buy	1,765,710 +45,400	+3%	+$1.87M	1.36%	13
2015 Q2	$80.6M	Buy	+1,720,310	New	+$78M	1.73%	11

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edmond de Rothschild Holding's MOS Position: Q1 2026 in Review

Edmond de Rothschild Holding increased its The Mosaic Company (MOS) stake by 23% in Q1 2026, buying an estimated $2.74M and bringing the position to 530,000 shares worth $13.5M. The position accounts for 0.2% of the portfolio, ranked #105.

Edmond de Rothschild Holding first reported a position in MOS in Q2 2015 and has held it in 44 quarters since. The position peaked at $80.6M in Q2 2015. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Edmond de Rothschild Holding held 530,000 shares of The Mosaic Company worth $13.5M as of Q1 2026.
Edmond de Rothschild Holding bought 100,000 The Mosaic Company shares in Q1 2026, an estimated $2.74M.
The Mosaic Company made up 0.2% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #105 holding.
Edmond de Rothschild Holding first reported a position in The Mosaic Company in Q2 2015 and has held it in 44 quarters since.
Edmond de Rothschild Holding's The Mosaic Company position peaked at $80.6M in Q2 2015.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.