Everence Capital Management’s The Mosaic Company MOS Stock Holding History

Everence Capital Management’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	$255K	Sell	10,011 -469	-4%	-$12.9K	0.02%	655
2025 Q4	$252K	Hold	10,480	–	–	0.01%	662
2025 Q3	$363K	Hold	10,480	–	–	0.02%	519
2025 Q2	$382K	Hold	10,480	–	–	0.02%	476
2025 Q1	$283K	Hold	10,480	–	–	0.02%	592
2024 Q4	$258K	Sell	10,480 -12,220	-54%	-$320K	0.02%	658
2024 Q3	$608K	Hold	22,700	–	–	0.04%	360
2024 Q2	$713	Hold	22,700	–	–	0.05%	290
2024 Q1	$737	Buy	22,700 +12,590	+125%	+$401K	0.05%	289
2023 Q4	$361K	Buy	+10,110	New	+$357K	0.03%	517
2023 Q2	–	Sell	-6,010	Closed	-$276	–	739
2023 Q1	$276	Buy	+6,010	New	+$291K	0.02%	569
2019 Q1	–	Sell	-10,240	Closed	-$299K	–	641
2018 Q4	$299K	Hold	10,240	–	–	0.07%	291
2018 Q3	$333K	Hold	10,240	–	–	0.07%	299
2018 Q2	$287K	Hold	10,240	–	–	0.06%	314
2018 Q1	$249K	Hold	10,240	–	–	0.06%	346
2017 Q4	$263K	Hold	10,240	–	–	0.06%	330
2017 Q3	$221K	Hold	10,240	–	–	0.05%	342
2017 Q2	$234K	Hold	10,240	–	–	0.06%	320
2017 Q1	$299K	Hold	10,240	–	–	0.08%	277
2016 Q4	$300K	Hold	10,240	–	–	0.09%	269
2016 Q3	$250K	Hold	10,240	–	–	0.07%	277
2016 Q2	$268K	Buy	+10,240	New	+$272K	0.08%	260
2015 Q3	–	Sell	-4,920	Closed	-$231K	–	303
2015 Q2	$231K	Hold	4,920	–	–	0.07%	273
2015 Q1	$262K	Hold	4,920	–	–	0.09%	250
2014 Q4	$225K	Hold	4,920	–	–	0.08%	270
2014 Q3	$235K	Hold	4,920	–	–	0.09%	244
2014 Q2	$243K	Hold	4,920	–	–	0.09%	240
2014 Q1	$246K	Buy	+4,920	New	+$234K	0.1%	238

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Everence Capital Management's MOS Position: Q1 2026 in Review

Everence Capital Management reduced its The Mosaic Company (MOS) stake by 4.5% in Q1 2026, selling an estimated $12.9K and leaving 10,011 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #655.

Everence Capital Management first reported a position in MOS in Q1 2014 and has held it in 28 quarters since. The position peaked at $608K in Q3 2024. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Everence Capital Management held 10,011 shares of The Mosaic Company worth $255K as of Q1 2026.
Everence Capital Management sold 469 The Mosaic Company shares in Q1 2026, an estimated $12.9K.
The Mosaic Company made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #655 holding.
Everence Capital Management first reported a position in The Mosaic Company in Q1 2014 and has held it in 28 quarters since.
Everence Capital Management's The Mosaic Company position peaked at $608K in Q3 2024.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.