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Neo Ivy Capital Management’s The Mosaic Company MOS Stock Holding History

Neo Ivy 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 		– Sell
-19,990
Closed -$482K – 438
2025
Q4 		$482K Buy
19,990
+2,642
+15% +$71.2K 0.08% 212
2025
Q3 		$602K Buy
17,348
+6,411
+59% +$221K 0.15% 199
2025
Q2 		$399K Buy
+10,937
New +$350K 0.13% 224
2024
Q4 		– Sell
-8,700
Closed -$232K – 357
2024
Q3 		$232K Buy
+8,700
New +$239K 0.08% 221
2023
Q4 		– Sell
-22,108
Closed -$787K – 399
2023
Q3 		$787K Buy
+22,108
New +$848K 0.35% 103
2022
Q4 		$62K Buy
1,422
+618
+77% +$30.6K 0.04% 280
2022
Q3 		$39K Buy
+804
New +$41.5K 0.1% 252
2020
Q4 		– Sell
-2,145
Closed -$39K – 521
2020
Q3 		$39K Buy
+2,145
New +$34.9K 0.04% 380
2020
Q2 		– Sell
-4,223
Closed -$46K – 544
2020
Q1 		$46K Buy
4,223
+4,056
+2,429% +$68.8K 0.07% 322
2019
Q4 		$4K Buy
+167
New +$3.31K ﹤0.01% 243
2019
Q2 		– Sell
-6,556
Closed -$179K – 362
2019
Q1 		$179K Sell
6,556
-14,724
-69% -$449K 0.1% 204
2018
Q4 		$622K Buy
+21,280
New +$700K 0.49% 79

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neo Ivy Capital Management's MOS Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of The Mosaic Company (MOS) in Q1 2026, closing a stake of 19,990 shares — an estimated $482K sold.

Neo Ivy Capital Management first reported a position in MOS in Q4 2018 and held it in 12 quarters. The position peaked at $787K in Q3 2023. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Neo Ivy Capital Management reported no remaining The Mosaic Company position as of Q1 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 19,990 The Mosaic Company shares in Q1 2026, an estimated $482K.
  • Neo Ivy Capital Management first reported a position in The Mosaic Company in Q4 2018 and held it in 12 quarters.
  • Neo Ivy Capital Management's The Mosaic Company position peaked at $787K in Q3 2023.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.