Optima Capital’s The Mosaic Company MOS Stock Holding History

Optima Capital’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	–	Sell	-207	Closed	-$4.98K	–	856
2025 Q4	$4.98K	Buy	+207	New	+$5.58K	﹤0.01%	624

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

Optima Capital's MOS Position: Q1 2026 in Review

Optima Capital sold out of The Mosaic Company (MOS) in Q1 2026, closing a stake of 207 shares — an estimated $4.98K sold.

Optima Capital first reported a position in MOS in Q4 2025 and held it in 1 quarter. The position peaked at $4.98K in Q4 2025. 693 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Optima Capital reported no remaining The Mosaic Company position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 207 The Mosaic Company shares in Q1 2026, an estimated $4.98K.
Optima Capital first reported a position in The Mosaic Company in Q4 2025 and held it in 1 quarter.
Optima Capital's The Mosaic Company position peaked at $4.98K in Q4 2025.
693 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.