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Ridgewood Investments’s The Mosaic Company MOS Stock Holding History

Ridgewood Investments’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 		$457K Buy
+17,908
New +$491K 0.19% 143
2025
Q3 		$304K Buy
11,303
+2,968
+36% +$102K 0.13% 176
2025
Q2 		$304K Sell
8,335
-21,572
-72% -$691K 0.13% 164
2025
Q1 		$712K Buy
29,907
+3,163
+12% +$83.6K 0.33% 91
2024
Q4 		$657K Buy
26,744
+1,499
+6% +$39.2K 0.32% 93
2024
Q3 		$676K Sell
25,245
-2,677
-10% -$73.7K 0.34% 88
2024
Q2 		$807K Buy
27,922
+2,200
+9% +$66.3K 0.4% 74
2024
Q1 		$835K Buy
25,722
+1,431
+6% +$45.6K 0.44% 70
2023
Q4 		$868K Sell
24,291
-521
-2% -$18.4K 0.51% 65
2023
Q3 		$883K Hold
24,812
– – 0.58% 53
2023
Q2 		$868K Buy
24,812
+17,009
+218% +$657K 0.49% 53
2023
Q1 		$358K Buy
+7,803
New +$378K 0.22% 123

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ridgewood Investments's MOS Position: Q1 2026 in Review

Ridgewood Investments opened a new position in The Mosaic Company (MOS) in Q1 2026: 17,908 shares worth $457K. The stake represents 0.19% of the portfolio and ranks #143 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in MOS as recently as Q3 2025.

Ridgewood Investments first reported a position in MOS in Q1 2023 and has held it in 12 quarters since. The position peaked at $883K in Q3 2023. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Ridgewood Investments held 17,908 shares of The Mosaic Company worth $457K as of Q1 2026.
  • The Mosaic Company was a new Ridgewood Investments position in Q1 2026.
  • The Mosaic Company made up 0.19% of Ridgewood Investments's portfolio in Q1 2026, its #143 holding.
  • Ridgewood Investments first reported a position in The Mosaic Company in Q1 2023 and has held it in 12 quarters since.
  • Ridgewood Investments's The Mosaic Company position peaked at $883K in Q3 2023.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.