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Legacy Capital Group California’s The Mosaic Company MOS Stock Holding History

Legacy Capital Group California’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 		– Sell
-9,151
Closed -$220K – 333
2025
Q4 		$220K Sell
9,151
-11,994
-57% -$323K 0.05% 318
2025
Q3 		$733K Buy
21,145
+10,111
+92% +$348K 0.19% 149
2025
Q2 		$403K Buy
11,034
+2,076
+23% +$66.5K 0.11% 212
2025
Q1 		$242K Sell
8,958
-53
-0.6% -$1.4K 0.08% 272
2024
Q4 		$221K Sell
9,011
-10
-0.1% -$261 0.07% 298
2024
Q3 		$242K Sell
9,021
-347
-4% -$9.55K 0.08% 275
2024
Q2 		$271K Buy
9,368
+101
+1% +$3.04K 0.1% 245
2024
Q1 		$301K Buy
+9,267
New +$295K 0.11% 222

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Capital Group California's MOS Position: Q1 2026 in Review

Legacy Capital Group California sold out of The Mosaic Company (MOS) in Q1 2026, closing a stake of 9,151 shares — an estimated $220K sold.

Legacy Capital Group California first reported a position in MOS in Q1 2024 and held it in 8 quarters. The position peaked at $733K in Q3 2025. 697 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Legacy Capital Group California reported no remaining The Mosaic Company position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 9,151 The Mosaic Company shares in Q1 2026, an estimated $220K.
  • Legacy Capital Group California first reported a position in The Mosaic Company in Q1 2024 and held it in 8 quarters.
  • Legacy Capital Group California's The Mosaic Company position peaked at $733K in Q3 2025.
  • 697 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.