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Essential Partners’s The Mosaic Company MOS Stock Holding History

Essential Partners’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 		$245K Buy
11,563
+7,994
+224% +$185K 0.11% 193
2026
Q1 		$91K Buy
3,569
+1,597
+81% +$43.8K 0.03% 444
2025
Q4 		$47.5K Sell
1,972
-8,353
-81% -$225K 0.01% 617
2025
Q3 		$358K Buy
10,325
+9,609
+1,342% +$331K 0.12% 219
2025
Q2 		$26.1K Buy
+716
New +$22.9K 0.01% 601

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

Essential Partners's MOS Position: Q2 2026 in Review

Essential Partners increased its The Mosaic Company (MOS) stake by 224% in Q2 2026, buying an estimated $185K and bringing the position to 11,563 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #193.

Essential Partners first reported a position in MOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $358K in Q3 2025. 664 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Essential Partners held 11,563 shares of The Mosaic Company worth $245K as of Q2 2026.
  • Essential Partners bought 7,994 The Mosaic Company shares in Q2 2026, an estimated $185K.
  • The Mosaic Company made up 0.11% of Essential Partners's portfolio in Q2 2026, its #193 holding.
  • Essential Partners first reported a position in The Mosaic Company in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's The Mosaic Company position peaked at $358K in Q3 2025.
  • 664 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.