NIM
MOS icon

NEOS Investment Management’s The Mosaic Company MOS Stock Holding History

NEOS Investment 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 		$1.19M Buy
46,760
+854
+2% +$23.4K 0.01% 545
2025
Q4 		$1.11M Buy
45,906
+7,418
+19% +$200K 0.01% 543
2025
Q3 		$1.33M Buy
38,488
+12,852
+50% +$443K 0.01% 482
2025
Q2 		$935K Buy
25,636
+5,349
+26% +$171K 0.01% 480
2025
Q1 		$548K Buy
20,287
+3,755
+23% +$99.3K 0.01% 511
2024
Q4 		$406K Buy
16,532
+3,726
+29% +$97.4K 0.01% 530
2024
Q3 		$343K Buy
12,806
+2,436
+23% +$67K 0.01% 531
2024
Q2 		$300K Buy
10,370
+2,988
+40% +$90K 0.01% 519
2024
Q1 		$240K Buy
+7,382
New +$235K 0.01% 527

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return