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
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

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

Empirical Finance's MOS Position: Q1 2026 in Review

Empirical Finance reduced its The Mosaic Company (MOS) stake by 0.2% in Q1 2026, selling an estimated $658 and leaving 11,909 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #455.

Empirical Finance first reported a position in MOS in Q4 2016 and has held it in 19 quarters since. The position peaked at $1.02M in Q2 2023. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Empirical Finance held 11,909 shares of The Mosaic Company worth $304K as of Q1 2026.
  • Empirical Finance sold 24 The Mosaic Company shares in Q1 2026, an estimated $658.
  • The Mosaic Company made up 0.01% of Empirical Finance's portfolio in Q1 2026, its #455 holding.
  • Empirical Finance first reported a position in The Mosaic Company in Q4 2016 and has held it in 19 quarters since.
  • Empirical Finance's The Mosaic Company position peaked at $1.02M in Q2 2023.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.