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Golden State Equity Partners’s The Mosaic Company MOS Stock Holding History

Golden State Equity Partners’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 		$6.35K Buy
+249
New +$6.83K ﹤0.01% 1416
2021
Q4 		– Sell
-15,813
Closed -$565K – 222
2021
Q3 		$565K Buy
+15,813
New +$506K 0.23% 102

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

Golden State Equity Partners's MOS Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in The Mosaic Company (MOS) in Q1 2026: 249 shares worth $6.35K. The stake represents ﹤0.01% of the portfolio and ranks #1416 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in MOS as recently as Q3 2021.

Golden State Equity Partners first reported a position in MOS in Q3 2021 and has held it in 2 quarters since. The position peaked at $565K in Q3 2021. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Golden State Equity Partners held 249 shares of The Mosaic Company worth $6.35K as of Q1 2026.
  • The Mosaic Company was a new Golden State Equity Partners position in Q1 2026.
  • The Mosaic Company made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1416 holding.
  • Golden State Equity Partners first reported a position in The Mosaic Company in Q3 2021 and has held it in 2 quarters since.
  • Golden State Equity Partners's The Mosaic Company position peaked at $565K in Q3 2021.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.