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Forum Financial Management’s The Mosaic Company MOS Stock Holding History

Forum Financial 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 		– Sell
-13,660
Closed -$329K – 732
2025
Q4 		$329K Buy
13,660
+19
+0.1% +$512 ﹤0.01% 700
2025
Q3 		$473K Buy
13,641
+4,215
+45% +$145K 0.01% 483
2025
Q2 		$344K Buy
9,426
+26
+0.3% +$833 0.01% 589
2025
Q1 		$254K Buy
9,400
+111
+1% +$2.94K ﹤0.01% 685
2024
Q4 		$228K Sell
9,289
-2
-0% -$52 ﹤0.01% 777
2024
Q3 		$249K Sell
9,291
-6
-0.1% -$165 ﹤0.01% 613
2024
Q2 		$269K Buy
9,297
+7
+0.1% +$211 ﹤0.01% 525
2024
Q1 		$302K Buy
9,290
+281
+3% +$8.95K 0.01% 501
2023
Q4 		$322K Buy
9,009
+139
+2% +$4.91K 0.01% 427
2023
Q3 		$316K Hold
8,870
– – 0.01% 408
2023
Q2 		$310K Buy
8,870
+235
+3% +$9.08K 0.01% 421
2023
Q1 		$396K Hold
8,635
– – 0.01% 317
2022
Q4 		$379K Buy
8,635
+15
+0.2% +$743 0.01% 324
2022
Q3 		$417K Hold
8,620
– – 0.02% 262
2022
Q2 		$407K Hold
8,620
– – 0.02% 274
2022
Q1 		$573K Hold
8,620
– – 0.03% 213
2021
Q4 		$339K Buy
+8,620
New +$330K 0.02% 357

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

Forum Financial Management's MOS Position: Q1 2026 in Review

Forum Financial Management sold out of The Mosaic Company (MOS) in Q1 2026, closing a stake of 13,660 shares — an estimated $329K sold.

Forum Financial Management first reported a position in MOS in Q4 2021 and held it in 17 quarters. The position peaked at $573K in Q1 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Forum Financial Management reported no remaining The Mosaic Company position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 13,660 The Mosaic Company shares in Q1 2026, an estimated $329K.
  • Forum Financial Management first reported a position in The Mosaic Company in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's The Mosaic Company position peaked at $573K in Q1 2022.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.