IC
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IEQ Capital’s The Mosaic Company MOS Stock Holding History

IEQ Capital’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 		$9.53M Buy
373,902
+318,953
+580% +$8.75M 0.04% 371
2025
Q4 		$1.32M Sell
54,949
-404,176
-88% -$10.9M ﹤0.01% 930
2025
Q3 		$15.9M Buy
459,125
+346,280
+307% +$11.9M 0.05% 220
2025
Q2 		$4.12M Buy
112,845
+85,245
+309% +$2.73M 0.03% 470
2025
Q1 		$745K Buy
27,600
+6,016
+28% +$159K 0.01% 832
2024
Q4 		$531K Sell
21,584
-818
-4% -$21.4K 0.01% 829
2024
Q3 		$600K Buy
22,402
+8,067
+56% +$222K 0.01% 696
2024
Q2 		$414K Buy
14,335
+6
+0% +$181 0.01% 714
2024
Q1 		$465K Buy
14,329
+1,464
+11% +$46.6K 0.01% 645
2023
Q4 		$460K Buy
12,865
+566
+5% +$20K 0.01% 606
2023
Q3 		$438K Buy
12,299
+469
+4% +$18K 0.01% 606
2023
Q2 		$414K Sell
11,830
-2,181
-16% -$84.3K 0.01% 595
2023
Q1 		$643K Buy
14,011
+2,129
+18% +$103K 0.01% 494
2022
Q4 		$521K Sell
11,882
-3,521
-23% -$174K 0.01% 505
2022
Q3 		$744K Buy
15,403
+6,712
+77% +$347K 0.02% 437
2022
Q2 		$410K Buy
8,691
+723
+9% +$44.3K 0.01% 519
2022
Q1 		$530K Buy
7,968
+866
+12% +$43.3K 0.01% 484
2021
Q4 		$279K Buy
7,102
+318
+5% +$12.2K 0.01% 606
2021
Q3 		$243K Buy
+6,784
New +$217K 0.01% 615

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

IEQ Capital's MOS Position: Q1 2026 in Review

IEQ Capital increased its The Mosaic Company (MOS) stake by 580% in Q1 2026, buying an estimated $8.75M and bringing the position to 373,902 shares worth $9.53M. The position accounts for 0.04% of the portfolio, ranked #371.

IEQ Capital first reported a position in MOS in Q3 2021 and has held it in 19 quarters since. The position peaked at $15.9M in Q3 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • IEQ Capital held 373,902 shares of The Mosaic Company worth $9.53M as of Q1 2026.
  • IEQ Capital bought 318,953 The Mosaic Company shares in Q1 2026, an estimated $8.75M.
  • The Mosaic Company made up 0.04% of IEQ Capital's portfolio in Q1 2026, its #371 holding.
  • IEQ Capital first reported a position in The Mosaic Company in Q3 2021 and has held it in 19 quarters since.
  • IEQ Capital's The Mosaic Company position peaked at $15.9M in Q3 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.