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Plato Investment Management’s The Mosaic Company MOS Stock Holding History

Plato Investment Management’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
Q2 		– Sell
-917
Closed -$25K – 548
2025
Q1 		$25K Hold
917
– – ﹤0.01% 475
2024
Q4 		$22.6K Hold
917
– – ﹤0.01% 527
2024
Q3 		$24.5K Hold
917
– – ﹤0.01% 476
2024
Q2 		$26.5K Hold
917
– – ﹤0.01% 422
2024
Q1 		$29.8K Hold
917
– – ﹤0.01% 396
2023
Q4 		$32.8K Buy
+917
New +$32.4K 0.04% 273

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plato Investment Management's MOS Position: Q2 2025 in Review

Plato Investment Management sold out of The Mosaic Company (MOS) in Q2 2025, closing a stake of 917 shares — an estimated $25K sold.

Plato Investment Management first reported a position in MOS in Q4 2023 and held it in 6 quarters. The position peaked at $32.8K in Q4 2023. 706 funds tracked by Wall St. Rank hold MOS as of Q2 2025.

  • Plato Investment Management reported no remaining The Mosaic Company position as of Q2 2025 after selling out during the quarter.
  • Plato Investment Management sold 917 The Mosaic Company shares in Q2 2025, an estimated $25K.
  • Plato Investment Management first reported a position in The Mosaic Company in Q4 2023 and held it in 6 quarters.
  • Plato Investment Management's The Mosaic Company position peaked at $32.8K in Q4 2023.
  • 706 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2025.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.