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 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

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. 692 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.
692 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.