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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
Q2 		$619K Buy
+29,211
New +$675K 0.14% 201
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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

Neo Ivy Capital Management's MOS Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in The Mosaic Company (MOS) in Q2 2026: 29,211 shares worth $619K. The stake represents 0.14% of the portfolio and ranks #201 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in MOS as recently as Q4 2025.

Neo Ivy Capital Management first reported a position in MOS in Q4 2018 and has held it in 13 quarters since. The position peaked at $787K in Q3 2023. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Neo Ivy Capital Management held 29,211 shares of The Mosaic Company worth $619K as of Q2 2026.
  • The Mosaic Company was a new Neo Ivy Capital Management position in Q2 2026.
  • The Mosaic Company made up 0.14% of Neo Ivy Capital Management's portfolio in Q2 2026, its #201 holding.
  • Neo Ivy Capital Management first reported a position in The Mosaic Company in Q4 2018 and has held it in 13 quarters since.
  • Neo Ivy Capital Management's The Mosaic Company position peaked at $787K in Q3 2023.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.