EI
MOS icon

Ethic Inc’s The Mosaic Company MOS Stock Holding History

Ethic Inc’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 		$560K Buy
21,969
+5,679
+35% +$156K 0.01% 835
2025
Q4 		$392K Sell
16,290
-732
-4% -$19.7K 0.01% 925
2025
Q3 		$590K Buy
17,022
+3,299
+24% +$114K 0.01% 783
2025
Q2 		$485K Sell
13,723
-11,050
-45% -$354K 0.01% 822
2025
Q1 		$664K Buy
24,773
+11,992
+94% +$317K 0.01% 697
2024
Q4 		$314K Sell
12,781
-5,722
-31% -$150K 0.01% 929
2024
Q3 		$601K Sell
18,503
-1,384
-7% -$38.1K 0.02% 717
2024
Q2 		$575K Buy
19,887
+1,384
+7% +$41.7K 0.01% 728
2024
Q1 		$601K Buy
18,503
+2,554
+16% +$81.3K 0.02% 716
2023
Q4 		$570K Sell
15,949
-149
-0.9% -$5.26K 0.02% 698
2023
Q3 		$573K Buy
16,098
+4,119
+34% +$158K 0.02% 638
2023
Q2 		$419K Sell
11,979
-7,512
-39% -$290K 0.02% 705
2023
Q1 		$894K Sell
19,491
-6,442
-25% -$312K 0.04% 472
2022
Q4 		$1.14M Buy
25,933
+11,867
+84% +$588K 0.06% 347
2022
Q3 		$680K Buy
14,066
+2,523
+22% +$130K 0.05% 419
2022
Q2 		$545K Buy
11,543
+4,393
+61% +$269K 0.04% 455
2022
Q1 		$475K Buy
7,150
+1,323
+23% +$66.2K 0.03% 478
2021
Q4 		$229K Buy
5,827
+48
+0.8% +$1.84K 0.02% 583
2021
Q3 		$206K Buy
+5,779
New +$185K 0.02% 577

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

Ethic Inc's MOS Position: Q1 2026 in Review

Ethic Inc increased its The Mosaic Company (MOS) stake by 35% in Q1 2026, buying an estimated $156K and bringing the position to 21,969 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #835.

Ethic Inc first reported a position in MOS in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q4 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Ethic Inc held 21,969 shares of The Mosaic Company worth $560K as of Q1 2026.
  • Ethic Inc bought 5,679 The Mosaic Company shares in Q1 2026, an estimated $156K.
  • The Mosaic Company made up 0.01% of Ethic Inc's portfolio in Q1 2026, its #835 holding.
  • Ethic Inc first reported a position in The Mosaic Company in Q3 2021 and has held it in 19 quarters since.
  • Ethic Inc's The Mosaic Company position peaked at $1.14M in Q4 2022.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.