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Recurrent Investment Advisors’s The Mosaic Company MOS Stock Holding History

Recurrent 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
Q2 		$1.16M Buy
54,542
+95
+0.2% +$2.2K 0.07% 52
2026
Q1 		$1.39M Buy
54,447
+2,400
+5% +$65.8K 0.08% 46
2025
Q4 		$1.25M Buy
52,047
+27,090
+109% +$730K 0.09% 47
2025
Q3 		$866K Hold
24,957
– – 0.07% 52
2025
Q2 		$910K Hold
24,957
– – 0.07% 52
2025
Q1 		$674K Buy
24,957
+1,299
+5% +$34.4K 0.06% 53
2024
Q4 		$582K Sell
23,658
-1,629
-6% -$42.6K 0.05% 54
2024
Q3 		$677K Sell
25,287
-1,754
-6% -$48.3K 0.07% 48
2024
Q2 		$781K Buy
27,041
+16,209
+150% +$488K 0.08% 43
2024
Q1 		$352K Hold
10,832
– – 0.04% 49
2023
Q4 		$387K Sell
10,832
-1,201
-10% -$42.4K 0.06% 43
2023
Q3 		$428K Buy
12,033
+7
+0.1% +$269 0.06% 49
2023
Q2 		$421K Buy
12,026
+1,180
+11% +$45.6K 0.07% 49
2023
Q1 		$498K Hold
10,846
– – 0.1% 43
2022
Q4 		$476K Hold
10,846
– – 0.1% 43
2022
Q3 		$524K Buy
10,846
+1,846
+21% +$95.4K 0.14% 42
2022
Q2 		$425K Buy
+9,000
New +$551K 0.13% 41

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Recurrent Investment Advisors's MOS Position: Q2 2026 in Review

Recurrent Investment Advisors increased its The Mosaic Company (MOS) stake by 0.17% in Q2 2026, buying an estimated $2.2K and bringing the position to 54,542 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #52.

Recurrent Investment Advisors first reported a position in MOS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.39M in Q1 2026. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Recurrent Investment Advisors held 54,542 shares of The Mosaic Company worth $1.16M as of Q2 2026.
  • Recurrent Investment Advisors bought 95 The Mosaic Company shares in Q2 2026, an estimated $2.2K.
  • The Mosaic Company made up 0.07% of Recurrent Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Recurrent Investment Advisors first reported a position in The Mosaic Company in Q2 2022 and has held it in 17 quarters since.
  • Recurrent Investment Advisors's The Mosaic Company position peaked at $1.39M in Q1 2026.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.