Greenwood Capital Associates’s The Mosaic Company MOS Stock Holding History

Greenwood Capital Associates’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	$511K	Sell	20,051 -860	-4%	-$23.6K	0.06%	199
2025 Q4	$504K	Buy	20,911 +3,598	+21%	+$96.9K	0.05%	190
2025 Q3	$600K	Buy	+17,313	New	+$596K	0.07%	170
2019 Q1	–	Sell	-244,293	Closed	-$7.14M	–	196
2018 Q4	$7.14M	Buy	244,293 +20,582	+9%	+$677K	1.87%	15
2018 Q3	$7.27M	Sell	223,711 -6,850	-3%	-$206K	1.58%	19
2018 Q2	$6.47M	Buy	230,561 +51,120	+28%	+$1.39M	1.49%	23
2018 Q1	$4.36M	Buy	179,441 +164,988	+1,142%	+$4.34M	1.06%	38
2017 Q4	$371K	Buy	14,453 +32	+0.2%	+$735	0.09%	135
2017 Q3	$311K	Buy	14,421 +4,976	+53%	+$108K	0.08%	145
2017 Q2	$216K	Buy	9,445 +2,210	+31%	+$54.2K	0.06%	179
2017 Q1	$211K	Buy	+7,235	New	+$223K	0.06%	186

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greenwood Capital Associates's MOS Position: Q1 2026 in Review

Greenwood Capital Associates reduced its The Mosaic Company (MOS) stake by 4.1% in Q1 2026, selling an estimated $23.6K and leaving 20,051 shares worth $511K. The position accounts for 0.06% of the portfolio, ranked #199.

Greenwood Capital Associates first reported a position in MOS in Q1 2017 and has held it in 11 quarters since. The position peaked at $7.27M in Q3 2018. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Greenwood Capital Associates held 20,051 shares of The Mosaic Company worth $511K as of Q1 2026.
Greenwood Capital Associates sold 860 The Mosaic Company shares in Q1 2026, an estimated $23.6K.
The Mosaic Company made up 0.06% of Greenwood Capital Associates's portfolio in Q1 2026, its #199 holding.
Greenwood Capital Associates first reported a position in The Mosaic Company in Q1 2017 and has held it in 11 quarters since.
Greenwood Capital Associates's The Mosaic Company position peaked at $7.27M in Q3 2018.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.