Loring Wolcott & Coolidge Fiduciary Advisors’s The Mosaic Company MOS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-3,000	Closed	-$109K	–	547
2025 Q2	$109K	Hold	3,000	–	–	﹤0.01%	337
2025 Q1	$83.8K	Hold	3,000	–	–	﹤0.01%	348
2024 Q4	$84K	Hold	3,000	–	–	﹤0.01%	358
2024 Q3	$80.1K	Hold	3,000	–	–	﹤0.01%	358
2024 Q2	$89.3K	Hold	3,000	–	–	﹤0.01%	345
2024 Q1	$92.2K	Hold	3,000	–	–	﹤0.01%	341
2023 Q4	$92.1K	Hold	3,000	–	–	﹤0.01%	356
2023 Q3	$101K	Hold	3,000	–	–	﹤0.01%	354
2023 Q2	$105K	Hold	3,000	–	–	﹤0.01%	357
2023 Q1	$138K	Hold	3,000	–	–	﹤0.01%	311
2022 Q4	$132K	Hold	3,000	–	–	﹤0.01%	312
2022 Q3	$145K	Hold	3,000	–	–	﹤0.01%	311
2022 Q2	$142K	Hold	3,000	–	–	﹤0.01%	324
2022 Q1	$200K	Hold	3,000	–	–	﹤0.01%	306
2021 Q4	$118K	Hold	3,000	–	–	﹤0.01%	368
2021 Q3	$107K	Hold	3,000	–	–	﹤0.01%	378
2021 Q2	$96K	Buy	+3,000	New	+$102K	﹤0.01%	402
2013 Q3	–	Sell	-300	Closed	-$16K	–	562
2013 Q2	$16K	Buy	+300	New	+$17.9K	﹤0.01%	494

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MOS Position: Q3 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of The Mosaic Company (MOS) in Q3 2025, closing a stake of 3,000 shares — an estimated $109K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MOS in Q2 2013 and held it in 18 quarters. The position peaked at $200K in Q1 2022. 713 funds tracked by Wall St. Rank hold MOS as of Q3 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining The Mosaic Company position as of Q3 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 3,000 The Mosaic Company shares in Q3 2025, an estimated $109K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in The Mosaic Company in Q2 2013 and held it in 18 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's The Mosaic Company position peaked at $200K in Q1 2022.
713 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.