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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
Q2 		$1.19M Buy
56,012
+38,104
+213% +$881K 0.44% 71
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

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 $3.37T AUM 44.26% 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

Ridgewood Investments's MOS Position: Q2 2026 in Review

Ridgewood Investments increased its The Mosaic Company (MOS) stake by 213% in Q2 2026, buying an estimated $881K and bringing the position to 56,012 shares worth $1.19M. The position accounts for 0.44% of the portfolio, ranked #71.

Ridgewood Investments first reported a position in MOS in Q1 2023 and has held it in 13 quarters since. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Ridgewood Investments held 56,012 shares of The Mosaic Company worth $1.19M as of Q2 2026.
  • Ridgewood Investments bought 38,104 The Mosaic Company shares in Q2 2026, an estimated $881K.
  • The Mosaic Company made up 0.44% of Ridgewood Investments's portfolio in Q2 2026, its #71 holding.
  • Ridgewood Investments first reported a position in The Mosaic Company in Q1 2023 and has held it in 13 quarters since.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.