EF
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Empirical Finance’s The Mosaic Company MOS Stock Holding History

Empirical Finance’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 		$260K Buy
12,271
+362
+3% +$8.37K 0.01% 490
2026
Q1 		$304K Sell
11,909
-24
-0.2% -$658 0.01% 455
2025
Q4 		$287K Sell
11,933
-499
-4% -$13.4K 0.01% 453
2025
Q3 		$431K Buy
12,432
+105
+0.9% +$3.62K 0.02% 437
2025
Q2 		$450K Buy
12,327
+76
+0.6% +$2.44K 0.02% 434
2025
Q1 		$331K Buy
12,251
+782
+7% +$20.7K 0.02% 459
2024
Q4 		$282K Sell
11,469
-143
-1% -$3.74K 0.02% 469
2024
Q3 		$311K Buy
11,612
+192
+2% +$5.28K 0.02% 477
2024
Q2 		$330K Sell
11,420
-10,968
-49% -$330K 0.02% 459
2024
Q1 		$727K Buy
22,388
+487
+2% +$15.5K 0.04% 337
2023
Q4 		$783K Sell
21,901
-482
-2% -$17K 0.05% 300
2023
Q3 		$797K Sell
22,383
-6,665
-23% -$256K 0.06% 285
2023
Q2 		$1.02M Buy
29,048
+11,502
+66% +$444K 0.08% 232
2023
Q1 		$805K Buy
17,546
+520
+3% +$25.2K 0.08% 257
2022
Q4 		$747K Buy
17,026
+680
+4% +$33.7K 0.08% 258
2022
Q3 		$790K Buy
16,346
+9,193
+129% +$475K 0.09% 209
2022
Q2 		$338K Buy
7,153
+455
+7% +$27.9K 0.04% 372
2022
Q1 		$445K Buy
6,698
+771
+13% +$38.6K 0.05% 335
2021
Q4 		$233K Buy
+5,927
New +$227K 0.03% 439
2017
Q1 		– Sell
-176
Closed -$6K – 385
2016
Q4 		$6K Buy
+176
New +$4.72K ﹤0.01% 497

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

Empirical Finance's MOS Position: Q2 2026 in Review

Empirical Finance increased its The Mosaic Company (MOS) stake by 3% in Q2 2026, buying an estimated $8.37K and bringing the position to 12,271 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #490.

Empirical Finance first reported a position in MOS in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.02M in Q2 2023. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Empirical Finance held 12,271 shares of The Mosaic Company worth $260K as of Q2 2026.
  • Empirical Finance bought 362 The Mosaic Company shares in Q2 2026, an estimated $8.37K.
  • The Mosaic Company made up 0.01% of Empirical Finance's portfolio in Q2 2026, its #490 holding.
  • Empirical Finance first reported a position in The Mosaic Company in Q4 2016 and has held it in 20 quarters since.
  • Empirical Finance's The Mosaic Company position peaked at $1.02M in Q2 2023.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.