Pathstone Holdings’s The Mosaic Company MOS Stock Holding History

Pathstone Holdings’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	$1.73M	Buy	67,947 +4,677	+7%	+$128K	0.01%	1106
2025 Q4	$1.52M	Sell	63,270 -17,631	-22%	-$475K	0.01%	1173
2025 Q3	$2.81M	Sell	80,901 -3,539	-4%	-$122K	0.01%	843
2025 Q2	$3.08M	Buy	84,440 +17,447	+26%	+$559K	0.01%	755
2025 Q1	$1.81M	Buy	66,993 +2,474	+4%	+$65.4K	0.01%	1039
2024 Q4	$1.59M	Sell	64,519 -760	-1%	-$19.9K	0.01%	1108
2024 Q3	$1.75M	Sell	65,279 -231	-0.4%	-$6.36K	0.01%	1056
2024 Q2	$1.89M	Sell	65,510 -1,069	-2%	-$32.2K	0.01%	948
2024 Q1	$2.16M	Sell	66,579 -368	-0.5%	-$11.7K	0.01%	859
2023 Q4	$2.39M	Buy	+66,947	New	+$2.36M	0.01%	675

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

Pathstone Holdings's MOS Position: Q1 2026 in Review

Pathstone Holdings increased its The Mosaic Company (MOS) stake by 7.4% in Q1 2026, buying an estimated $128K and bringing the position to 67,947 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #1106.

Pathstone Holdings first reported a position in MOS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.08M in Q2 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Pathstone Holdings held 67,947 shares of The Mosaic Company worth $1.73M as of Q1 2026.
Pathstone Holdings bought 4,677 The Mosaic Company shares in Q1 2026, an estimated $128K.
The Mosaic Company made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1106 holding.
Pathstone Holdings first reported a position in The Mosaic Company in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's The Mosaic Company position peaked at $3.08M in Q2 2025.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.