Mirabella Financial Services’s The Mosaic Company MOS Stock Holding History

Mirabella Financial Services’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	$210K	Buy	9,895 +1,091	+12%	+$25.2K	0.02%	601
2026 Q1	$225K	Sell	8,804 -13,777	-61%	-$378K	0.02%	706
2025 Q4	$544K	Buy	+22,581	New	+$608K	0.05%	230
2024 Q4	–	Sell	-16,182	Closed	-$433K	–	268
2024 Q3	$433K	Buy	16,182 +3,586	+28%	+$98.7K	0.02%	141
2024 Q2	$364K	Buy	12,596 +4,098	+48%	+$123K	0.03%	302
2024 Q1	$275K	Buy	+8,498	New	+$271K	0.02%	400
2023 Q4	–	Sell	-13,959	Closed	-$497K	–	535
2023 Q3	$497K	Buy	13,959 +4,100	+42%	+$157K	0.07%	221
2023 Q2	$345K	Buy	+9,859	New	+$381K	0.04%	344

Other funds holding MOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Mirabella Financial Services's MOS Position: Q2 2026 in Review

Mirabella Financial Services increased its The Mosaic Company (MOS) stake by 12% in Q2 2026, buying an estimated $25.2K and bringing the position to 9,895 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #601.

Mirabella Financial Services first reported a position in MOS in Q2 2023 and has held it in 8 quarters since. The position peaked at $544K in Q4 2025. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Mirabella Financial Services held 9,895 shares of The Mosaic Company worth $210K as of Q2 2026.
Mirabella Financial Services bought 1,091 The Mosaic Company shares in Q2 2026, an estimated $25.2K.
The Mosaic Company made up 0.02% of Mirabella Financial Services's portfolio in Q2 2026, its #601 holding.
Mirabella Financial Services first reported a position in The Mosaic Company in Q2 2023 and has held it in 8 quarters since.
Mirabella Financial Services's The Mosaic Company position peaked at $544K in Q4 2025.
666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.