North Star Investment Management’s The Mosaic Company MOS Stock Holding History

North Star 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 Q2	–	Sell	-18	Closed	-$459	–	1806
2026 Q1	$459	Buy	+18	New	+$494	﹤0.01%	1623
2024 Q3	–	Sell	-31	Closed	-$908	–	1202
2024 Q2	$908	Sell	31 -24	-44%	-$723	﹤0.01%	1096
2024 Q1	$1.79K	Hold	55	–	–	﹤0.01%	1099
2023 Q4	$1.96K	Sell	55 -4,000	-99%	-$141K	﹤0.01%	1046
2023 Q3	$144K	Hold	4,055	–	–	0.01%	452
2023 Q2	$142K	Sell	4,055 -27,999	-87%	-$1.08M	0.01%	465
2023 Q1	$1.47M	Buy	32,054 +2,000	+7%	+$96.9K	0.12%	188
2022 Q4	$1.32M	Buy	30,054 +12,024	+67%	+$595K	0.12%	182
2022 Q3	$871K	Buy	18,030 +8,030	+80%	+$415K	0.09%	215
2022 Q2	$472K	Buy	+10,000	New	+$613K	0.04%	299
2019 Q2	–	Sell	-3,000	Closed	-$82K	–	713
2019 Q1	$82K	Hold	3,000	–	–	0.01%	472
2018 Q4	$88K	Hold	3,000	–	–	0.01%	431
2018 Q3	$97K	Hold	3,000	–	–	0.01%	454
2018 Q2	$84K	Hold	3,000	–	–	0.01%	478
2018 Q1	$73K	Buy	+3,000	New	+$78.9K	0.01%	492

Other funds holding MOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

North Star Investment Management's MOS Position: Q2 2026 in Review

North Star Investment Management sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 18 shares — an estimated $459 sold.

North Star Investment Management first reported a position in MOS in Q1 2018 and held it in 15 quarters. The position peaked at $1.47M in Q1 2023. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

North Star Investment Management reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
North Star Investment Management sold 18 The Mosaic Company shares in Q2 2026, an estimated $459.
North Star Investment Management first reported a position in The Mosaic Company in Q1 2018 and held it in 15 quarters.
North Star Investment Management's The Mosaic Company position peaked at $1.47M in Q1 2023.
667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.