OF
MOS icon

Optimize Financial’s The Mosaic Company MOS Stock Holding History

Optimize Financial’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
-9,282
Closed -$224K – 401
2025
Q4 		$224K Buy
9,282
+132
+1% +$3.56K 0.11% 312
2025
Q3 		$317K Buy
+9,150
New +$315K 0.17% 263

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

Optimize Financial's MOS Position: Q1 2026 in Review

Optimize Financial sold out of The Mosaic Company (MOS) in Q1 2026, closing a stake of 9,282 shares — an estimated $224K sold.

Optimize Financial first reported a position in MOS in Q3 2025 and held it in 2 quarters. The position peaked at $317K in Q3 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Optimize Financial reported no remaining The Mosaic Company position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 9,282 The Mosaic Company shares in Q1 2026, an estimated $224K.
  • Optimize Financial first reported a position in The Mosaic Company in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's The Mosaic Company position peaked at $317K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.