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Innealta Capital’s The Mosaic Company MOS Stock Holding History

Innealta 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
2025
Q4 		– Sell
-7,275
Closed -$252K – 102
2025
Q3 		$252K Buy
+7,275
New +$251K 0.13% 75
2025
Q2 		– Sell
-9,157
Closed -$247K – 122
2025
Q1 		$247K Buy
+9,157
New +$242K 0.13% 76
2024
Q4 		– Sell
-10,407
Closed -$279K – 144
2024
Q3 		$279K Buy
10,407
+9,815
+1,658% +$270K 0.11% 98
2024
Q2 		$17.1K Buy
+592
New +$17.8K 0.01% 710

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Innealta Capital's MOS Position: Q4 2025 in Review

Innealta Capital sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 7,275 shares — an estimated $252K sold.

Innealta Capital first reported a position in MOS in Q2 2024 and held it in 4 quarters. The position peaked at $279K in Q3 2024. 657 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Innealta Capital reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Innealta Capital sold 7,275 The Mosaic Company shares in Q4 2025, an estimated $252K.
  • Innealta Capital first reported a position in The Mosaic Company in Q2 2024 and held it in 4 quarters.
  • Innealta Capital's The Mosaic Company position peaked at $279K in Q3 2024.
  • 657 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Innealta Capital's 13F filing for Q4 2025, filed 30 Jan 2026.