Financial Gravity Asset Management’s The Mosaic Company MOS Stock Holding History

Financial Gravity Asset 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
2025 Q1	$4.05K	Buy	+150	New	+$3.97K	﹤0.01%	738
2019 Q4	–	Sell	-2	Closed	–	–	1596
2019 Q3	$0	Hold	2	–	–	﹤0.01%	1426
2019 Q2	$0	Sell	2 -1	-33%	-$24	﹤0.01%	1511
2019 Q1	$0	Buy	+3	New	+$91	﹤0.01%	1460
2018 Q3	$15K	Buy	+514	New	+$15.5K	0.02%	512
2018 Q2	–	Sell	-701	Closed	-$19K	–	1539
2018 Q1	$19K	Buy	+701	New	+$18.4K	0.02%	508

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Gravity Asset Management's MOS Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in The Mosaic Company (MOS) in Q1 2025: 150 shares worth $4.05K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in MOS as recently as Q3 2019.

Financial Gravity Asset Management first reported a position in MOS in Q1 2018 and has held it in 6 quarters since. The position peaked at $19K in Q1 2018. 629 funds tracked by Wall St. Rank hold MOS as of Q1 2025.

Financial Gravity Asset Management held 150 shares of The Mosaic Company worth $4.05K as of Q1 2025.
The Mosaic Company was a new Financial Gravity Asset Management position in Q1 2025.
The Mosaic Company made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #738 holding.
Financial Gravity Asset Management first reported a position in The Mosaic Company in Q1 2018 and has held it in 6 quarters since.
Financial Gravity Asset Management's The Mosaic Company position peaked at $19K in Q1 2018.
629 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.