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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

North Star Investment Management's MOS Position: Q1 2026 in Review

North Star Investment Management opened a new position in The Mosaic Company (MOS) in Q1 2026: 18 shares worth $459. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings. This is a return to the name: North Star Investment Management previously reported a position in MOS as recently as Q2 2024.

North Star Investment Management first reported a position in MOS in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.47M in Q1 2023. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

North Star Investment Management held 18 shares of The Mosaic Company worth $459 as of Q1 2026.
The Mosaic Company was a new North Star Investment Management position in Q1 2026.
The Mosaic Company made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1623 holding.
North Star Investment Management first reported a position in The Mosaic Company in Q1 2018 and has held it in 15 quarters since.
North Star Investment Management's The Mosaic Company position peaked at $1.47M in Q1 2023.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.