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 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

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

Mather Group's MOS Position: Q1 2026 in Review

Mather Group opened a new position in The Mosaic Company (MOS) in Q1 2026: 812 shares worth $20.7K. The stake represents ﹤0.01% of the portfolio and ranks #1268 among its holdings. This is a return to the name: Mather Group previously reported a position in MOS as recently as Q3 2025.

Mather Group first reported a position in MOS in Q2 2022 and has held it in 8 quarters since. The position peaked at $231K in Q2 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Mather Group held 812 shares of The Mosaic Company worth $20.7K as of Q1 2026.
The Mosaic Company was a new Mather Group position in Q1 2026.
The Mosaic Company made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1268 holding.
Mather Group first reported a position in The Mosaic Company in Q2 2022 and has held it in 8 quarters since.
Mather Group's The Mosaic Company position peaked at $231K in Q2 2022.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.