Fulcrum Asset Management’s The Mosaic Company MOS Stock Holding History

Fulcrum 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
2026 Q2	$461K	Sell	20,555 -25,496	-55%	-$589K	0.05%	294
2026 Q1	$1.15M	Buy	46,051 +42,522	+1,205%	+$1.17M	0.17%	97
2025 Q4	$85.2K	Buy	3,529 +518	+17%	+$14K	0.02%	141
2025 Q3	$104K	Hold	3,011	–	–	0.03%	132
2025 Q2	$110K	Buy	+3,011	New	+$96.5K	0.03%	145
2022 Q1	–	Hold	0	–	–	–	24
2021 Q4	–	Hold	0	–	–	–	107
2021 Q3	–	Hold	0	–	–	–	108
2021 Q1	–	Hold	0	–	–	–	107

Other funds holding MOS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Fulcrum Asset Management's MOS Position: Q2 2026 in Review

Fulcrum Asset Management reduced its The Mosaic Company (MOS) stake by 55% in Q2 2026, selling an estimated $589K and leaving 20,555 shares worth $461K. The position accounts for 0.05% of the portfolio, ranked #294.

Fulcrum Asset Management first reported a position in MOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q1 2026. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Fulcrum Asset Management held 20,555 shares of The Mosaic Company worth $461K as of Q2 2026.
Fulcrum Asset Management sold 25,496 The Mosaic Company shares in Q2 2026, an estimated $589K.
The Mosaic Company made up 0.05% of Fulcrum Asset Management's portfolio in Q2 2026, its #294 holding.
Fulcrum Asset Management first reported a position in The Mosaic Company in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's The Mosaic Company position peaked at $1.15M in Q1 2026.
665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.