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Oak Thistle LLC’s The Mosaic Company MOS Stock Holding History

Oak Thistle LLC’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 		$2.39M Buy
93,632
+61,909
+195% +$1.7M 0.23% 173
2025
Q4 		$764K Buy
+31,723
New +$854K 0.11% 373
2025
Q1 		– Sell
-26,046
Closed -$640K – 508
2024
Q4 		$640K Buy
+26,046
New +$681K 0.19% 200
2024
Q1 		– Sell
-40,136
Closed -$1.43M – 435
2023
Q4 		$1.43M Buy
40,136
+4,658
+13% +$165K 0.41% 60
2023
Q3 		$1.26M Buy
35,478
+24,820
+233% +$952K 0.37% 69
2023
Q2 		$373K Buy
+10,658
New +$412K 0.2% 220
2022
Q1 		– Sell
-7,504
Closed -$295K – 470
2021
Q4 		$295K Buy
+7,504
New +$287K 0.23% 206

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

Oak Thistle LLC's MOS Position: Q1 2026 in Review

Oak Thistle LLC increased its The Mosaic Company (MOS) stake by 195% in Q1 2026, buying an estimated $1.7M and bringing the position to 93,632 shares worth $2.39M. The position accounts for 0.23% of the portfolio, ranked #173.

Oak Thistle LLC first reported a position in MOS in Q4 2021 and has held it in 7 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Oak Thistle LLC held 93,632 shares of The Mosaic Company worth $2.39M as of Q1 2026.
  • Oak Thistle LLC bought 61,909 The Mosaic Company shares in Q1 2026, an estimated $1.7M.
  • The Mosaic Company made up 0.23% of Oak Thistle LLC's portfolio in Q1 2026, its #173 holding.
  • Oak Thistle LLC first reported a position in The Mosaic Company in Q4 2021 and has held it in 7 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.