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
Q2 		$929K Sell
43,833
-4,611
-10% -$107K ﹤0.01% 1481
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

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

Empowered Funds's MOS Position: Q2 2026 in Review

Empowered Funds reduced its The Mosaic Company (MOS) stake by 9.5% in Q2 2026, selling an estimated $107K and leaving 43,833 shares worth $929K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Empowered Funds first reported a position in MOS in Q2 2021 and has held it in 19 quarters since. The position peaked at $9.9M in Q4 2025. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Empowered Funds held 43,833 shares of The Mosaic Company worth $929K as of Q2 2026.
  • Empowered Funds sold 4,611 The Mosaic Company shares in Q2 2026, an estimated $107K.
  • The Mosaic Company made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1481 holding.
  • Empowered Funds first reported a position in The Mosaic Company in Q2 2021 and has held it in 19 quarters since.
  • Empowered Funds's The Mosaic Company position peaked at $9.9M in Q4 2025.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.