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 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

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

Recurrent Investment Advisors's MOS Position: Q1 2026 in Review

Recurrent Investment Advisors increased its The Mosaic Company (MOS) stake by 4.6% in Q1 2026, buying an estimated $65.8K and bringing the position to 54,447 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #46.

Recurrent Investment Advisors first reported a position in MOS in Q2 2022 and has held it in 16 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Recurrent Investment Advisors held 54,447 shares of The Mosaic Company worth $1.39M as of Q1 2026.
Recurrent Investment Advisors bought 2,400 The Mosaic Company shares in Q1 2026, an estimated $65.8K.
The Mosaic Company made up 0.08% of Recurrent Investment Advisors's portfolio in Q1 2026, its #46 holding.
Recurrent Investment Advisors first reported a position in The Mosaic Company in Q2 2022 and has held it in 16 quarters since.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

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