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 Q3	$2.07M	Buy	95,819 +55,628	+138%	+$1.29M	0.19%	210
2026 Q2	$852K	Sell	40,191 -53,441	-57%	-$1.24M	0.08%	367
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

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Oak Thistle LLC's MOS Position: Q3 2026 in Review

Oak Thistle LLC increased its The Mosaic Company (MOS) stake by 138% in Q3 2026, buying an estimated $1.29M and bringing the position to 95,819 shares worth $2.07M. The position accounts for 0.19% of the portfolio, ranked #210.

Oak Thistle LLC first reported a position in MOS in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.39M in Q1 2026. 110 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

Oak Thistle LLC held 95,819 shares of The Mosaic Company worth $2.07M as of Q3 2026.
Oak Thistle LLC bought 55,628 The Mosaic Company shares in Q3 2026, an estimated $1.29M.
The Mosaic Company made up 0.19% of Oak Thistle LLC's portfolio in Q3 2026, its #210 holding.
Oak Thistle LLC first reported a position in The Mosaic Company in Q4 2021 and has held it in 9 quarters since.
Oak Thistle LLC's The Mosaic Company position peaked at $2.39M in Q1 2026.
110 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.