Evergreen Capital Management
MOS icon

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

Evergreen 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
Q3 		– Sell
-17,198
Closed -$364K – 1547
2026
Q2 		$364K Buy
17,198
+8,251
+92% +$191K 0.01% 1090
2026
Q1 		$228K Sell
8,947
-171
-2% -$4.69K ﹤0.01% 1311
2025
Q4 		$220K Buy
9,118
+1,864
+26% +$50.2K ﹤0.01% 1249
2025
Q3 		$252K Sell
7,254
-949
-12% -$32.7K 0.01% 1097
2025
Q2 		$299K Buy
+8,203
New +$263K 0.01% 806
2024
Q4 		– Sell
-33,344
Closed -$893K – 1099
2024
Q3 		$893K Buy
33,344
+8,350
+33% +$230K 0.03% 344
2024
Q2 		$722K Buy
24,994
+2,939
+13% +$88.6K 0.03% 369
2024
Q1 		$716K Sell
22,055
-85,528
-79% -$2.72M 0.03% 351
2023
Q4 		$3.84M Buy
107,583
+93,204
+648% +$3.29M 0.16% 161
2023
Q3 		$512K Buy
14,379
+859
+6% +$33K 0.02% 390
2023
Q2 		$473K Buy
13,520
+5,520
+69% +$213K 0.02% 407
2023
Q1 		$367K Buy
8,000
+627
+9% +$30.4K 0.02% 448
2022
Q4 		$323K Sell
7,373
-55,630
-88% -$2.75M 0.02% 463
2022
Q3 		$3.04M Buy
63,003
+869
+1% +$44.9K 0.16% 160
2022
Q2 		$2.93M Buy
62,134
+57,897
+1,366% +$3.55M 0.15% 166
2022
Q1 		$282K Sell
4,237
-1,125
-21% -$56.3K 0.01% 499
2021
Q4 		$211K Buy
+5,362
New +$205K 0.01% 581
2017
Q3 		– Sell
-92,658
Closed -$2.12M – 197
2017
Q2 		$2.12M Buy
92,658
+7,110
+8% +$175K 0.34% 74
2017
Q1 		$2.5M Sell
85,548
-9,270
-10% -$286K 0.52% 59
2016
Q4 		$2.78M Buy
94,818
+140
+0.1% +$3.76K 0.54% 59
2016
Q3 		$2.32M Sell
94,678
-1,547
-2% -$42.2K 0.46% 62
2016
Q2 		$2.52M Buy
+96,225
New +$2.55M 0.55% 56
2013
Q3 		– Sell
-41,964
Closed -$2.26M – 121
2013
Q2 		$2.26M Buy
+41,964
New +$2.5M 0.34% 83

Other funds holding MOS

Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sage Capital Advisors
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Evergreen Capital Management's MOS Position: Q3 2026 in Review

Evergreen Capital Management sold out of The Mosaic Company (MOS) in Q3 2026, closing a stake of 17,198 shares — an estimated $364K sold.

Evergreen Capital Management first reported a position in MOS in Q2 2013 and held it in 23 quarters. The position peaked at $3.84M in Q4 2023. 127 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • Evergreen Capital Management reported no remaining The Mosaic Company position as of Q3 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 17,198 The Mosaic Company shares in Q3 2026, an estimated $364K.
  • Evergreen Capital Management first reported a position in The Mosaic Company in Q2 2013 and held it in 23 quarters.
  • Evergreen Capital Management's The Mosaic Company position peaked at $3.84M in Q4 2023.
  • 127 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.