EF
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Empowered Funds’s The Mosaic Company MOS Stock Holding History

Empowered Funds’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 		$1.24M Sell
48,444
-362,534
-88% -$9.94M 0.01% 1329
2025
Q4 		$9.9M Buy
410,978
+389,528
+1,816% +$10.5M 0.17% 139
2025
Q3 		$744K Sell
21,450
-30,058
-58% -$1.04M 0.01% 1265
2025
Q2 		$1.88M Sell
51,508
-2,668
-5% -$85.5K 0.02% 849
2025
Q1 		$1.46M Buy
54,176
+34,151
+171% +$903K 0.02% 869
2024
Q4 		$492K Sell
20,025
-27,166
-58% -$710K 0.01% 1185
2024
Q3 		$1.26M Sell
47,191
-25,059
-35% -$689K 0.02% 847
2024
Q2 		$2.09M Buy
72,250
+11,155
+18% +$336K 0.04% 594
2024
Q1 		$1.98M Sell
61,095
-147,217
-71% -$4.69M 0.04% 622
2023
Q4 		$7.44M Buy
208,312
+71,992
+53% +$2.54M 0.19% 123
2023
Q3 		$4.85M Buy
136,320
+88,869
+187% +$3.41M 0.14% 187
2023
Q2 		$1.66M Sell
47,451
-58,944
-55% -$2.28M 0.06% 466
2023
Q1 		$4.88M Buy
+106,395
New +$5.15M 0.29% 97
2022
Q4 		– Sell
-110,128
Closed -$5.45M – 531
2022
Q3 		$5.32M Sell
110,128
-1,573
-1% -$81.3K 0.52% 44
2022
Q2 		$5.28M Buy
111,701
+37,601
+51% +$2.3M 0.68% 31
2022
Q1 		$4.93M Sell
74,100
-56,587
-43% -$2.83M 0.54% 43
2021
Q4 		$5.13M Buy
+130,687
New +$5M 0.58% 44
2021
Q3 		– Sell
-51,262
Closed -$1.64M – 261
2021
Q2 		$1.64M Buy
+51,262
New +$1.74M 0.21% 140

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

Empowered Funds's MOS Position: Q1 2026 in Review

Empowered Funds reduced its The Mosaic Company (MOS) stake by 88% in Q1 2026, selling an estimated $9.94M and leaving 48,444 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1329.

Empowered Funds first reported a position in MOS in Q2 2021 and has held it in 18 quarters since. The position peaked at $9.9M in Q4 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Empowered Funds held 48,444 shares of The Mosaic Company worth $1.24M as of Q1 2026.
  • Empowered Funds sold 362,534 The Mosaic Company shares in Q1 2026, an estimated $9.94M.
  • The Mosaic Company made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1329 holding.
  • Empowered Funds first reported a position in The Mosaic Company in Q2 2021 and has held it in 18 quarters since.
  • Empowered Funds's The Mosaic Company position peaked at $9.9M in Q4 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.