Gradient Investments’s The Mosaic Company MOS Stock Holding History

Gradient Investments’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 Q4	–	Sell	-365,570	Closed	-$12.7M	–	368
2025 Q3	$12.7M	Buy	+365,570	New	+$12.6M	0.21%	137
2024 Q3	–	Sell	-5	Closed	-$145	–	919
2024 Q2	$145	Hold	5	–	–	﹤0.01%	1295
2024 Q1	$162	Sell	5 -39	-89%	-$1.24K	﹤0.01%	1113
2023 Q4	$1.57K	Hold	44	–	–	﹤0.01%	1299
2023 Q3	$1.57K	Hold	44	–	–	﹤0.01%	1237
2023 Q2	$1.54K	Buy	44 +39	+780%	+$1.51K	﹤0.01%	1220
2023 Q1	$229	Buy	5 +1	+25%	+$48	﹤0.01%	1374
2022 Q4	$175	Sell	4 -100	-96%	-$4.95K	﹤0.01%	1398
2022 Q3	$5K	Buy	+104	New	+$5.38K	﹤0.01%	962
2018 Q3	–	Sell	-12	Closed	–	–	1030
2018 Q2	$0	Buy	+12	New	+$326	﹤0.01%	1090
2016 Q2	–	Sell	-21	Closed	-$1K	–	758
2016 Q1	$1K	Buy	+21	New	+$548	﹤0.01%	679
2014 Q1	–	Sell	-13	Closed	-$1K	–	592
2013 Q4	$1K	Buy	+13	New	+$603	﹤0.01%	548

Other funds holding MOS

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Gradient Investments's MOS Position: Q4 2025 in Review

Gradient Investments sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 365,570 shares — an estimated $12.7M sold.

Gradient Investments first reported a position in MOS in Q4 2013 and held it in 12 quarters. The position peaked at $12.7M in Q3 2025. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

Gradient Investments reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
Gradient Investments sold 365,570 The Mosaic Company shares in Q4 2025, an estimated $12.7M.
Gradient Investments first reported a position in The Mosaic Company in Q4 2013 and held it in 12 quarters.
Gradient Investments's The Mosaic Company position peaked at $12.7M in Q3 2025.
658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Gradient Investments's 13F filing for Q4 2025, filed 8 Jan 2026.