ORG Partners’s The Mosaic Company MOS Stock Holding History

ORG Partners’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
2025 Q4	$4.02K	Sell	167 -1,023	-86%	-$27.6K	﹤0.01%	1278
2025 Q3	$41.3K	Sell	1,190 -28	-2%	-$965	0.01%	628
2025 Q2	$44.8K	Buy	1,218 +1,068	+712%	+$34.2K	0.01%	568
2025 Q1	$4.02K	Hold	150	–	–	﹤0.01%	972
2024 Q4	$3.69K	Sell	150 -70	-32%	-$1.83K	﹤0.01%	1035
2024 Q3	$5.89K	Hold	220	–	–	﹤0.01%	866
2024 Q2	$6.15K	Buy	220 +70	+47%	+$2.11K	﹤0.01%	1346
2024 Q1	$4.86K	Buy	150 +10	+7%	+$319	0.01%	344
2023 Q4	$5K	Sell	140 -80	-36%	-$2.83K	﹤0.01%	849
2023 Q3	$7.83K	Buy	220 +70	+47%	+$2.69K	﹤0.01%	875
2023 Q2	$5K	Buy	+150	New	+$5.8K	﹤0.01%	1069

Other funds holding MOS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ORG Partners's MOS Position: Q4 2025 in Review

ORG Partners reduced its The Mosaic Company (MOS) stake by 86% in Q4 2025, selling an estimated $27.6K and leaving 167 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

ORG Partners first reported a position in MOS in Q2 2023 and has held it in 11 quarters since. The position peaked at $44.8K in Q2 2025. 656 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

ORG Partners held 167 shares of The Mosaic Company worth $4.02K as of Q4 2025.
ORG Partners sold 1,023 The Mosaic Company shares in Q4 2025, an estimated $27.6K.
The Mosaic Company made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1278 holding.
ORG Partners first reported a position in The Mosaic Company in Q2 2023 and has held it in 11 quarters since.
ORG Partners's The Mosaic Company position peaked at $44.8K in Q2 2025.
656 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.