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 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

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

Mirabella Financial Services's MOS Position: Q1 2026 in Review

Mirabella Financial Services reduced its The Mosaic Company (MOS) stake by 61% in Q1 2026, selling an estimated $378K and leaving 8,804 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #706.

Mirabella Financial Services first reported a position in MOS in Q2 2023 and has held it in 7 quarters since. The position peaked at $544K in Q4 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Mirabella Financial Services held 8,804 shares of The Mosaic Company worth $225K as of Q1 2026.
Mirabella Financial Services sold 13,777 The Mosaic Company shares in Q1 2026, an estimated $378K.
The Mosaic Company made up 0.02% of Mirabella Financial Services's portfolio in Q1 2026, its #706 holding.
Mirabella Financial Services first reported a position in The Mosaic Company in Q2 2023 and has held it in 7 quarters since.
Mirabella Financial Services's The Mosaic Company position peaked at $544K in Q4 2025.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.