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Newbridge Financial Services Group’s The Mosaic Company MOS Stock Holding History

Newbridge Financial Services Group’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 		$156K Buy
6,102
+4,000
+190% +$110K 0.03% 249
2025
Q4 		$50.6K Hold
2,102
– – 0.01% 433
2025
Q3 		$72.9K Hold
2,102
– – 0.01% 444
2025
Q2 		$76.7K Sell
2,102
-3,200
-60% -$103K 0.01% 425
2025
Q1 		$143K Buy
5,302
+2,402
+83% +$63.5K 0.03% 225
2024
Q4 		$71.3K Sell
2,900
-1,200
-29% -$31.4K 0.02% 331
2024
Q3 		$110K Buy
4,100
+200
+5% +$5.5K 0.04% 189
2024
Q2 		$113K Hold
3,900
– – 0.04% 250
2024
Q1 		$127K Buy
3,900
+2,000
+105% +$63.7K 0.06% 256
2023
Q4 		$67.9K Hold
1,900
– – 0.03% 334
2023
Q3 		$67.6K Sell
1,900
-1,000
-34% -$38.4K 0.03% 361
2023
Q2 		$102K Buy
2,900
+847
+41% +$32.7K 0.05% 313
2023
Q1 		$94.2K Buy
2,053
+2
+0.1% +$97 0.05% 325
2022
Q4 		$90K Sell
2,051
-500
-20% -$24.8K 0.05% 322
2022
Q3 		$123K Sell
2,551
-16
-0.6% -$827 0.07% 260
2022
Q2 		$121K Buy
2,567
+17
+0.7% +$1.04K 0.08% 236
2022
Q1 		$170K Buy
2,550
+150
+6% +$7.5K 0.08% 224
2021
Q4 		$94K Hold
2,400
– – 0.04% 325
2021
Q3 		$86K Hold
2,400
– – 0.05% 292
2021
Q2 		$77K Hold
2,400
– – 0.05% 332
2021
Q1 		$76K Sell
2,400
-626
-21% -$18.5K 0.06% 304
2020
Q4 		$70K Hold
3,026
– – 0.06% 264
2020
Q3 		$55K Buy
+3,026
New +$49.2K 0.05% 302

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

Newbridge Financial Services Group's MOS Position: Q1 2026 in Review

Newbridge Financial Services Group increased its The Mosaic Company (MOS) stake by 190% in Q1 2026, buying an estimated $110K and bringing the position to 6,102 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #249.

Newbridge Financial Services Group first reported a position in MOS in Q3 2020 and has held it in 23 quarters since. The position peaked at $170K in Q1 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Newbridge Financial Services Group held 6,102 shares of The Mosaic Company worth $156K as of Q1 2026.
  • Newbridge Financial Services Group bought 4,000 The Mosaic Company shares in Q1 2026, an estimated $110K.
  • The Mosaic Company made up 0.03% of Newbridge Financial Services Group's portfolio in Q1 2026, its #249 holding.
  • Newbridge Financial Services Group first reported a position in The Mosaic Company in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's The Mosaic Company position peaked at $170K in Q1 2022.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.