Heck Capital Advisors’s The Mosaic Company MOS Stock Holding History

Heck Capital Advisors’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 Q1	–	Sell	-1,665	Closed	-$40.9K	–	583
2024 Q4	$40.9K	Buy	+1,665	New	+$43.5K	﹤0.01%	393

Other funds holding MOS

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Heck Capital Advisors's MOS Position: Q1 2025 in Review

Heck Capital Advisors sold out of The Mosaic Company (MOS) in Q1 2025, closing a stake of 1,665 shares — an estimated $40.9K sold.

Heck Capital Advisors first reported a position in MOS in Q4 2024 and held it in 1 quarter. The position peaked at $40.9K in Q4 2024. 629 funds tracked by Wall St. Rank hold MOS as of Q1 2025.

Heck Capital Advisors reported no remaining The Mosaic Company position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 1,665 The Mosaic Company shares in Q1 2025, an estimated $40.9K.
Heck Capital Advisors first reported a position in The Mosaic Company in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's The Mosaic Company position peaked at $40.9K in Q4 2024.
629 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.