MV Capital Management’s The Mosaic Company MOS Stock Holding History

MV Capital Management’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	$944	Sell	37 -16	-30%	-$439	﹤0.01%	877
2025 Q4	$1.28K	Sell	53 -177	-77%	-$4.77K	﹤0.01%	778
2025 Q3	$7.98K	Hold	230	–	–	﹤0.01%	552
2025 Q2	$8.39K	Buy	230 +1	+0.4%	+$32	﹤0.01%	547
2025 Q1	$6.19K	Buy	229 +123	+116%	+$3.25K	﹤0.01%	588
2024 Q4	$2.61K	Buy	106 +48	+83%	+$1.25K	﹤0.01%	671
2024 Q3	$1.55K	Sell	58 -93	-62%	-$2.56K	﹤0.01%	712
2024 Q2	$4.36K	Sell	151 -77	-34%	-$2.32K	﹤0.01%	614
2024 Q1	$7.4K	Sell	228 -48	-17%	-$1.53K	﹤0.01%	558
2023 Q4	$9.86K	Sell	276 -711	-72%	-$25.1K	﹤0.01%	523
2023 Q3	$35.1K	Buy	987 +16	+2%	+$614	﹤0.01%	323
2023 Q2	$34K	Buy	971 +20	+2%	+$773	﹤0.01%	333
2023 Q1	$43.6K	Buy	951 +749	+371%	+$36.3K	0.01%	297
2022 Q4	$8.86K	Sell	202 -15	-7%	-$743	﹤0.01%	480
2022 Q3	$10K	Buy	217 +40	+23%	+$2.07K	﹤0.01%	456
2022 Q2	$8K	Sell	177 -8	-4%	-$490	﹤0.01%	484
2022 Q1	$12K	Buy	185 +9	+5%	+$450	﹤0.01%	423
2021 Q4	$7K	Buy	176 +13	+8%	+$498	﹤0.01%	547
2021 Q3	$6K	Buy	163 +92	+130%	+$2.94K	﹤0.01%	557
2021 Q2	$2K	Buy	+71	New	+$2.41K	﹤0.01%	630
2015 Q3	–	Sell	-3,604	Closed	-$169K	–	348
2015 Q2	$169K	Buy	3,604 +1,653	+85%	+$75K	0.07%	91
2015 Q1	$90K	Buy	1,951 +773	+66%	+$37.7K	0.04%	120
2014 Q4	$54K	Buy	+1,178	New	+$52.2K	0.02%	154

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

MV Capital Management's MOS Position: Q1 2026 in Review

MV Capital Management reduced its The Mosaic Company (MOS) stake by 30% in Q1 2026, selling an estimated $439 and leaving 37 shares worth $944. The position accounts for ﹤0.01% of the portfolio, ranked #877.

MV Capital Management first reported a position in MOS in Q4 2014 and has held it in 23 quarters since. The position peaked at $169K in Q2 2015. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

MV Capital Management held 37 shares of The Mosaic Company worth $944 as of Q1 2026.
MV Capital Management sold 16 The Mosaic Company shares in Q1 2026, an estimated $439.
The Mosaic Company made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #877 holding.
MV Capital Management first reported a position in The Mosaic Company in Q4 2014 and has held it in 23 quarters since.
MV Capital Management's The Mosaic Company position peaked at $169K in Q2 2015.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.