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Ion Asset Management’s The Mosaic Company MOS Stock Holding History

Ion Asset Management’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
Q3 		$942K Hold
27,150
– – 0.1% 46
2025
Q2 		$990K Buy
+27,150
New +$870K 0.05% 44
2023
Q1 		– Sell
-580,424
Closed -$25.5M – 37
2022
Q4 		$25.5M Sell
580,424
-50,000
-8% -$2.48M 3.45% 8
2022
Q3 		$30.5M Sell
630,424
-1,778,850
-74% -$91.9M 4.79% 5
2022
Q2 		$111M Buy
2,409,274
+27,940
+1% +$1.71M 16.64% 2
2022
Q1 		$150M Buy
2,381,334
+1,254,862
+111% +$62.8M 19.08% 2
2021
Q4 		$44.3M Buy
+1,126,472
New +$43.1M 5.62% 6

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ion Asset Management's MOS Position: Q3 2025 in Review

Ion Asset Management held its The Mosaic Company (MOS) position steady in Q3 2025 at 27,150 shares worth $942K. The position accounts for 0.1% of the portfolio, ranked #46.

Ion Asset Management first reported a position in MOS in Q4 2021 and has held it in 7 quarters since. The position peaked at $150M in Q1 2022. 713 funds tracked by Wall St. Rank hold MOS as of Q3 2025.

  • Ion Asset Management held 27,150 shares of The Mosaic Company worth $942K as of Q3 2025.
  • Ion Asset Management left its The Mosaic Company share count unchanged in Q3 2025.
  • The Mosaic Company made up 0.1% of Ion Asset Management's portfolio in Q3 2025, its #46 holding.
  • Ion Asset Management first reported a position in The Mosaic Company in Q4 2021 and has held it in 7 quarters since.
  • Ion Asset Management's The Mosaic Company position peaked at $150M in Q1 2022.
  • 713 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2025.

Based on Ion Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.