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Mather Group’s The Mosaic Company MOS Stock Holding History

Mather Group’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
Q2 		$12.7K Sell
598
-214
-26% -$4.95K ﹤0.01% 1436
2026
Q1 		$20.7K Buy
+812
New +$22.3K ﹤0.01% 1268
2025
Q4 		– Sell
-892
Closed -$30.9K – 1271
2025
Q3 		$30.9K Buy
+892
New +$30.7K ﹤0.01% 1016
2025
Q2 		– Sell
-591
Closed -$16K – 1300
2025
Q1 		$16K Buy
591
+545
+1,185% +$14.4K ﹤0.01% 1140
2024
Q4 		$1.14K Sell
46
-32
-41% -$837 ﹤0.01% 1599
2024
Q3 		$2.1K Sell
78
-2,715
-97% -$74.7K ﹤0.01% 1482
2024
Q2 		$90.7K Buy
2,793
+1,672
+149% +$50.4K ﹤0.01% 839
2024
Q1 		$40.1K Buy
+1,121
New +$35.7K ﹤0.01% 922
2022
Q3 		– Sell
-4,883
Closed -$231K – 477
2022
Q2 		$231K Buy
+4,883
New +$299K 0.01% 347

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Mather Group's MOS Position: Q2 2026 in Review

Mather Group reduced its The Mosaic Company (MOS) stake by 26% in Q2 2026, selling an estimated $4.95K and leaving 598 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Mather Group first reported a position in MOS in Q2 2022 and has held it in 9 quarters since. The position peaked at $231K in Q2 2022. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Mather Group held 598 shares of The Mosaic Company worth $12.7K as of Q2 2026.
  • Mather Group sold 214 The Mosaic Company shares in Q2 2026, an estimated $4.95K.
  • The Mosaic Company made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1436 holding.
  • Mather Group first reported a position in The Mosaic Company in Q2 2022 and has held it in 9 quarters since.
  • Mather Group's The Mosaic Company position peaked at $231K in Q2 2022.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.