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Harbor Investment Advisory’s The Mosaic Company MOS Stock Holding History

Harbor Investment Advisory’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
-4
Closed -$150 – 1261
2025
Q3 		$150 Hold
4
– – ﹤0.01% 1163
2025
Q2 		$157 Hold
4
– – ﹤0.01% 1157
2025
Q1 		$116 Sell
4
-51
-93% -$1.35K ﹤0.01% 1158
2024
Q4 		$1.36K Buy
55
+21
+62% +$549 ﹤0.01% 1086
2024
Q3 		$907 Sell
34
-3
-8% -$83 ﹤0.01% 1104
2024
Q2 		$1.06K Sell
37
-59
-61% -$1.78K ﹤0.01% 1104
2024
Q1 		$3.13K Sell
96
-1,692
-95% -$53.9K ﹤0.01% 1034
2023
Q4 		$63.9K Sell
1,788
-92
-5% -$3.25K 0.01% 515
2023
Q3 		$66.9K Sell
1,880
-299
-14% -$11.5K 0.01% 481
2023
Q2 		$76.3K Sell
2,179
-1,198
-35% -$46.3K 0.01% 577
2023
Q1 		$155K Sell
3,377
-3,280
-49% -$159K 0.02% 398
2022
Q4 		$292K Sell
6,657
-1,469
-18% -$72.7K 0.05% 284
2022
Q3 		$393K Sell
8,126
-3,540
-30% -$183K 0.06% 227
2022
Q2 		$551K Sell
11,666
-3,614
-24% -$221K 0.09% 186
2022
Q1 		$1.02M Buy
+15,280
New +$764K 0.13% 135

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbor Investment Advisory's MOS Position: Q4 2025 in Review

Harbor Investment Advisory sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 4 shares — an estimated $150 sold.

Harbor Investment Advisory first reported a position in MOS in Q1 2022 and held it in 15 quarters. The position peaked at $1.02M in Q1 2022. 657 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Harbor Investment Advisory reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 4 The Mosaic Company shares in Q4 2025, an estimated $150.
  • Harbor Investment Advisory first reported a position in The Mosaic Company in Q1 2022 and held it in 15 quarters.
  • Harbor Investment Advisory's The Mosaic Company position peaked at $1.02M in Q1 2022.
  • 657 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Harbor Investment Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.