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

Regal 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	$717K	Buy	28,135 +11,275	+67%	+$309K	0.04%	367
2025 Q4	$406K	Buy	+16,860	New	+$454K	0.02%	457
2023 Q2	–	Sell	-4,719	Closed	-$217K	–	529
2023 Q1	$217K	Sell	4,719 -74	-2%	-$3.58K	0.02%	465
2022 Q4	$210K	Sell	4,793 -158	-3%	-$7.82K	0.02%	443
2022 Q3	$239K	Buy	4,951 +5	+0.1%	+$258	0.03%	410
2022 Q2	$234K	Sell	4,946 -367	-7%	-$22.5K	0.02%	427
2022 Q1	$353K	Sell	5,313 -1,950	-27%	-$97.5K	0.03%	368
2021 Q4	$285K	Buy	7,263 +36	+0.5%	+$1.38K	0.03%	440
2021 Q3	$258K	Buy	+7,227	New	+$231K	0.03%	457
2013 Q4	–	Sell	-2	Closed	–	–	908
2013 Q3	$0	Hold	2	–	–	﹤0.01%	913
2013 Q2	$0	Buy	+2	New	+$119	﹤0.01%	896

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

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

Regal Investment Advisors increased its The Mosaic Company (MOS) stake by 67% in Q1 2026, buying an estimated $309K and bringing the position to 28,135 shares worth $717K. The position accounts for 0.04% of the portfolio, ranked #367.

Regal Investment Advisors first reported a position in MOS in Q2 2013 and has held it in 11 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Regal Investment Advisors held 28,135 shares of The Mosaic Company worth $717K as of Q1 2026.
Regal Investment Advisors bought 11,275 The Mosaic Company shares in Q1 2026, an estimated $309K.
The Mosaic Company made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #367 holding.
Regal Investment Advisors first reported a position in The Mosaic Company in Q2 2013 and has held it in 11 quarters since.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.