Intellectus Partners’s The Mosaic Company MOS Stock Holding History

Intellectus Partners’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 Q2	–	Sell	-7,900	Closed	-$201K	–	323
2026 Q1	$201K	Buy	+7,900	New	+$217K	0.04%	279
2025 Q4	–	Sell	-13,000	Closed	-$451K	–	299
2025 Q3	$451K	Buy	13,000 +2,100	+19%	+$72.3K	0.09%	206
2025 Q2	$398K	Sell	10,900 -2,550	-19%	-$81.7K	0.09%	211
2025 Q1	$363K	Buy	13,450 +1,100	+9%	+$29.1K	0.09%	210
2024 Q4	$304K	Buy	12,350 +400	+3%	+$10.5K	0.07%	223
2024 Q3	$320K	Buy	+11,950	New	+$329K	0.08%	214
2018 Q4	–	Sell	-4,300	Closed	-$140K	–	423
2018 Q3	$140K	Hold	4,300	–	–	0.05%	259
2018 Q2	$121K	Sell	4,300 -12,340	-74%	-$335K	0.04%	263
2018 Q1	$404K	Hold	16,640	–	–	0.14%	160
2017 Q4	$427K	Sell	16,640 -750	-4%	-$17.2K	0.16%	150
2017 Q3	$375K	Hold	17,390	–	–	0.16%	155
2017 Q2	$397K	Hold	17,390	–	–	0.18%	135
2017 Q1	$507K	Hold	17,390	–	–	0.26%	103
2016 Q4	$510K	Buy	+17,390	New	+$467K	0.27%	98

Other funds holding MOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Intellectus Partners's MOS Position: Q2 2026 in Review

Intellectus Partners sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 7,900 shares — an estimated $201K sold.

Intellectus Partners first reported a position in MOS in Q4 2016 and held it in 14 quarters. The position peaked at $510K in Q4 2016. 664 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Intellectus Partners reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
Intellectus Partners sold 7,900 The Mosaic Company shares in Q2 2026, an estimated $201K.
Intellectus Partners first reported a position in The Mosaic Company in Q4 2016 and held it in 14 quarters.
Intellectus Partners's The Mosaic Company position peaked at $510K in Q4 2016.
664 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.