Pin Oak Investment Advisors’s The Mosaic Company MOS Stock Holding History

Pin Oak Investment Advisors’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	$8K	Hold	300	–	–	0.01%	385
2025 Q4	$9K	Hold	300	–	–	0.01%	392
2025 Q3	$10.4K	Hold	300	–	–	0.01%	365
2025 Q2	$8K	Sell	300 -12,340	-98%	-$395K	0.01%	345
2025 Q1	$344K	Buy	12,640 +12,340	+4,113%	+$326K	0.26%	69
2024 Q4	$8K	Hold	300	–	–	0.01%	357
2024 Q3	$8K	Hold	300	–	–	0.01%	358
2024 Q2	$9K	Hold	300	–	–	0.01%	340
2024 Q1	$10K	Sell	300 -4	-1%	-$127	0.01%	334
2023 Q4	$11K	Hold	304	–	–	0.01%	321
2023 Q3	$11K	Hold	304	–	–	0.01%	308
2023 Q2	$11K	Hold	304	–	–	0.01%	314
2023 Q1	$14K	Hold	304	–	–	0.02%	276
2022 Q4	$13K	Hold	304	–	–	0.02%	268
2022 Q3	$15K	Hold	304	–	–	0.02%	242
2022 Q2	$14K	Sell	304 -275	-47%	-$16.8K	0.02%	271
2022 Q1	$39K	Buy	579 +275	+90%	+$13.8K	0.04%	178
2021 Q4	$12K	Hold	304	–	–	0.01%	307
2021 Q3	$11K	Hold	304	–	–	0.01%	297
2021 Q2	$10K	Hold	304	–	–	0.01%	305
2021 Q1	$10K	Hold	304	–	–	0.01%	319
2020 Q4	$7K	Hold	304	–	–	0.01%	362
2020 Q3	$6K	Hold	304	–	–	0.01%	343
2020 Q2	$4K	Hold	304	–	–	﹤0.01%	348
2020 Q1	$3K	Hold	304	–	–	﹤0.01%	364
2019 Q4	$7K	Hold	304	–	–	0.01%	346
2019 Q3	$6K	Hold	304	–	–	﹤0.01%	367
2019 Q2	$8K	Hold	304	–	–	0.01%	372
2019 Q1	$8K	Hold	304	–	–	0.01%	349
2018 Q4	$9K	Hold	304	–	–	0.01%	329
2018 Q3	$10K	Hold	304	–	–	0.01%	318
2018 Q2	$9K	Hold	304	–	–	0.01%	328
2018 Q1	$7K	Hold	304	–	–	0.01%	354
2017 Q4	$8K	Buy	+304	New	+$6.99K	0.01%	352

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

Pin Oak Investment Advisors's MOS Position: Q1 2026 in Review

Pin Oak Investment Advisors held its The Mosaic Company (MOS) position steady in Q1 2026 at 300 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #385.

Pin Oak Investment Advisors first reported a position in MOS in Q4 2017 and has held it in 34 quarters since. The position peaked at $344K in Q1 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Pin Oak Investment Advisors held 300 shares of The Mosaic Company worth $8K as of Q1 2026.
Pin Oak Investment Advisors left its The Mosaic Company share count unchanged in Q1 2026.
The Mosaic Company made up 0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #385 holding.
Pin Oak Investment Advisors first reported a position in The Mosaic Company in Q4 2017 and has held it in 34 quarters since.
Pin Oak Investment Advisors's The Mosaic Company position peaked at $344K in Q1 2025.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.