Kovitz Investment Group Partners
MOS icon

Kovitz Investment Group Partners’s The Mosaic Company MOS Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-177,981
Closed -$6.17M – 993
2025
Q3 		$6.17M Buy
177,981
+19,647
+12% +$677K 0.02% 426
2025
Q2 		$5.78M Sell
158,334
-507
-0.3% -$16.2K 0.02% 424
2025
Q1 		$4.29M Buy
158,841
+2,632
+2% +$69.6K 0.02% 431
2024
Q4 		$3.84M Sell
156,209
-1,853
-1% -$48.5K 0.02% 454
2024
Q3 		$4.09M Buy
158,062
+31,887
+25% +$877K 0.03% 374
2024
Q2 		$3.65M Sell
126,175
-6,345
-5% -$191K 0.03% 338
2024
Q1 		$4.3M Buy
132,520
+81,750
+161% +$2.6M 0.05% 221
2023
Q4 		$1.81M Buy
50,770
+57
+0.1% +$2.01K 0.03% 239
2023
Q3 		$1.81M Sell
50,713
-689
-1% -$26.4K 0.03% 240
2023
Q2 		$1.8M Buy
51,402
+965
+2% +$37.3K 0.03% 247
2023
Q1 		$2.31M Buy
50,437
+2,022
+4% +$97.9K 0.04% 231
2022
Q4 		$2.12M Buy
48,415
+266
+0.6% +$13.2K 0.04% 224
2022
Q3 		$2.33M Buy
48,149
+400
+0.8% +$20.7K 0.05% 212
2022
Q2 		$2.25M Sell
47,749
-7,249
-13% -$444K 0.05% 220
2022
Q1 		$3.66M Sell
54,998
-10,947
-17% -$548K 0.07% 196
2021
Q4 		$1.52M Sell
65,945
-1,348
-2% -$51.6K 0.04% 231
2021
Q3 		$2.4M Buy
67,293
+594
+0.9% +$19K 0.05% 217
2021
Q2 		$2.13M Buy
66,699
+1,272
+2% +$43.1K 0.04% 233
2021
Q1 		$2.07M Sell
65,427
-518
-0.8% -$15.3K 0.05% 213
2020
Q4 		$1.52M Sell
65,945
-6,972
-10% -$140K 0.04% 225
2020
Q3 		$1.33M Sell
72,917
-2,617
-3% -$42.6K 0.04% 230
2020
Q2 		$945K Sell
75,534
-7,695
-9% -$92.2K 0.03% 253
2020
Q1 		$901K Sell
83,229
-21,808
-21% -$370K 0.03% 251
2019
Q4 		$2.27M Sell
105,037
-23,272
-18% -$461K 0.07% 187
2019
Q3 		$2.63M Sell
128,309
-11,693
-8% -$255K 0.08% 170
2019
Q2 		$3.5M Sell
140,002
-3,195
-2% -$78K 0.11% 141
2019
Q1 		$3.91M Sell
143,197
-767
-0.5% -$23.4K 0.12% 125
2018
Q4 		$4.21M Buy
+143,964
New +$4.74M 0.17% 95

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners's MOS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 177,981 shares — an estimated $6.17M sold.

Kovitz Investment Group Partners first reported a position in MOS in Q4 2018 and held it in 28 quarters. The position peaked at $6.17M in Q3 2025. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 177,981 The Mosaic Company shares in Q4 2025, an estimated $6.17M.
  • Kovitz Investment Group Partners first reported a position in The Mosaic Company in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's The Mosaic Company position peaked at $6.17M in Q3 2025.
  • 658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.