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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
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

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

Fulcrum Asset Management's MOS Position: Q1 2026 in Review

Fulcrum Asset Management increased its The Mosaic Company (MOS) stake by 1,205% in Q1 2026, buying an estimated $1.17M and bringing the position to 46,051 shares worth $1.15M. The position accounts for 0.17% of the portfolio, ranked #97.

Fulcrum Asset Management first reported a position in MOS in Q2 2025 and has held it in 4 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Fulcrum Asset Management held 46,051 shares of The Mosaic Company worth $1.15M as of Q1 2026.
  • Fulcrum Asset Management bought 42,522 The Mosaic Company shares in Q1 2026, an estimated $1.17M.
  • The Mosaic Company made up 0.17% of Fulcrum Asset Management's portfolio in Q1 2026, its #97 holding.
  • Fulcrum Asset Management first reported a position in The Mosaic Company in Q2 2025 and has held it in 4 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.