Key Financial Inc’s The Mosaic Company MOS Stock Holding History

Key Financial Inc’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	$1.25K	Sell	49 -20	-29%	-$548	﹤0.01%	1229
2025 Q4	$1.66K	Hold	69	–	–	﹤0.01%	1197
2025 Q3	$2.33K	Buy	69 +20	+41%	+$689	﹤0.01%	1168
2025 Q2	$1.79K	Hold	49	–	–	﹤0.01%	1201
2025 Q1	$1.32K	Hold	49	–	–	﹤0.01%	1196
2024 Q4	$1.2K	Hold	49	–	–	﹤0.01%	1210
2024 Q3	$1.31K	Hold	49	–	–	﹤0.01%	1158
2024 Q2	$1.42K	Hold	49	–	–	﹤0.01%	1143
2024 Q1	$1.59K	Hold	49	–	–	﹤0.01%	1128
2023 Q4	$1.75K	Hold	49	–	–	﹤0.01%	1117
2023 Q3	$1.74K	Hold	49	–	–	﹤0.01%	1130
2023 Q2	$1.72K	Buy	+49	New	+$1.89K	﹤0.01%	1183

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Key Financial Inc's MOS Position: Q1 2026 in Review

Key Financial Inc reduced its The Mosaic Company (MOS) stake by 29% in Q1 2026, selling an estimated $548 and leaving 49 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Key Financial Inc first reported a position in MOS in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.33K in Q3 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Key Financial Inc held 49 shares of The Mosaic Company worth $1.25K as of Q1 2026.
Key Financial Inc sold 20 The Mosaic Company shares in Q1 2026, an estimated $548.
The Mosaic Company made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1229 holding.
Key Financial Inc first reported a position in The Mosaic Company in Q2 2023 and has held it in 12 quarters since.
Key Financial Inc's The Mosaic Company position peaked at $2.33K in Q3 2025.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.