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Johnson Financial Group Inc (Wisconsin)’s The Mosaic Company MOS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$4.39K Sell
172
-38
-18% -$1.04K ﹤0.01% 706
2025
Q4 		$5.06K Sell
210
-1,978
-90% -$53.3K ﹤0.01% 712
2025
Q3 		$75.9K Sell
2,188
-263
-11% -$9.06K ﹤0.01% 504
2025
Q2 		$89.4K Sell
2,451
-1,900
-44% -$60.9K ﹤0.01% 391
2025
Q1 		$118K Sell
4,351
-8,505
-66% -$225K 0.01% 440
2024
Q4 		$359K Sell
12,856
-71,392
-85% -$1.87M 0.02% 244
2024
Q3 		$2.26M Buy
84,248
+7,291
+9% +$201K 0.1% 105
2024
Q2 		$2.22M Buy
76,957
+58,687
+321% +$1.77M 0.11% 103
2024
Q1 		$593K Buy
18,270
+9,620
+111% +$306K 0.03% 171
2023
Q4 		$309K Sell
8,650
-9,368
-52% -$331K 0.02% 243
2023
Q3 		$641K Sell
18,018
-1,026
-5% -$39.4K 0.04% 148
2023
Q2 		$667K Buy
19,044
+5,902
+45% +$228K 0.05% 156
2023
Q1 		$603K Buy
13,142
+3,434
+35% +$166K 0.04% 162
2022
Q4 		$426K Buy
9,708
+669
+7% +$33.1K 0.03% 178
2022
Q3 		$484K Buy
+9,039
New +$467K 0.04% 164
2022
Q1 		– Sell
-860
Closed -$34K – 764
2021
Q4 		$34K Hold
860
– – ﹤0.01% 509
2021
Q3 		$31K Hold
860
– – ﹤0.01% 463
2021
Q2 		$27K Hold
860
– – ﹤0.01% 482
2021
Q1 		$27K Buy
+860
New +$25.4K ﹤0.01% 472
2018
Q2 		– Sell
-1,220
Closed -$30K – 564
2018
Q1 		$30K Sell
1,220
-955
-44% -$25.1K ﹤0.01% 379
2017
Q4 		$56K Sell
2,175
-12,881
-86% -$296K 0.01% 351
2017
Q3 		$325K Sell
15,056
-13,587
-47% -$294K 0.04% 195
2017
Q2 		$654K Sell
28,643
-30,628
-52% -$752K 0.09% 148
2017
Q1 		$1.73M Sell
59,271
-6,198
-9% -$191K 0.22% 103
2016
Q4 		$1.92M Sell
65,469
-2,215
-3% -$59.4K 0.26% 89
2016
Q3 		$1.66M Buy
67,684
+4,414
+7% +$120K 0.22% 97
2016
Q2 		$1.66M Buy
63,270
+8,966
+17% +$238K 0.23% 97
2016
Q1 		$1.47M Buy
54,304
+10,586
+24% +$276K 0.29% 83
2015
Q4 		$1.21M Sell
43,718
-11,677
-21% -$373K 0.25% 93
2015
Q3 		$1.72M Buy
55,395
+20,668
+60% +$853K 0.38% 60
2015
Q2 		$1.63M Buy
34,727
+8,395
+32% +$381K 0.34% 70
2015
Q1 		$1.21M Buy
26,332
+663
+3% +$32.4K 0.26% 89
2014
Q4 		$1.17M Sell
25,669
-1,650
-6% -$73.1K 0.27% 87
2014
Q3 		$1.22M Buy
27,319
+93
+0.3% +$4.37K 0.32% 80
2014
Q2 		$1.35M Buy
27,226
+5,309
+24% +$262K 0.35% 70
2014
Q1 		$1.1M Buy
21,917
+21,769
+14,709% +$1.04M 0.32% 82
2013
Q4 		$7K Buy
+148
New +$6.87K ﹤0.01% 603
2013
Q3 		– Sell
-113
Closed -$6K – 695
2013
Q2 		$6K Buy
+113
New +$6.72K ﹤0.01% 604

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

Johnson Financial Group Inc (Wisconsin)'s MOS Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its The Mosaic Company (MOS) stake by 18% in Q1 2026, selling an estimated $1.04K and leaving 172 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Johnson Financial Group Inc (Wisconsin) first reported a position in MOS in Q2 2013 and has held it in 38 quarters since. The position peaked at $2.26M in Q3 2024. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 172 shares of The Mosaic Company worth $4.39K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 38 The Mosaic Company shares in Q1 2026, an estimated $1.04K.
  • The Mosaic Company made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #706 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in The Mosaic Company in Q2 2013 and has held it in 38 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s The Mosaic Company position peaked at $2.26M in Q3 2024.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.