KIM
MOS icon

Kestra Investment Management’s The Mosaic Company MOS Stock Holding History

Kestra Investment 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 		– Sell
-20
Closed -$541 – 800
2025
Q2 		$541 Hold
20
– – ﹤0.01% 972
2025
Q1 		$541 Buy
+20
New +$529 ﹤0.01% 873

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

Kestra Investment Management's MOS Position: Q3 2025 in Review

Kestra Investment Management sold out of The Mosaic Company (MOS) in Q3 2025, closing a stake of 20 shares — an estimated $541 sold.

Kestra Investment Management first reported a position in MOS in Q1 2025 and held it in 2 quarters. The position peaked at $541 in Q2 2025. 713 funds tracked by Wall St. Rank hold MOS as of Q3 2025.

  • Kestra Investment Management reported no remaining The Mosaic Company position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 20 The Mosaic Company shares in Q3 2025, an estimated $541.
  • Kestra Investment Management first reported a position in The Mosaic Company in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's The Mosaic Company position peaked at $541 in Q2 2025.
  • 713 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.