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Rise Advisors’s The Mosaic Company MOS Stock Holding History

Rise 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
2025
Q4 		– Sell
-48
Closed -$1.67K – 933
2025
Q3 		$1.67K Hold
48
– – ﹤0.01% 1213
2025
Q2 		$1.75K Sell
48
-10
-17% -$320 ﹤0.01% 1209
2025
Q1 		$1.57K Buy
+58
New +$1.53K ﹤0.01% 1191
2024
Q4 		– Sell
-423
Closed -$11.3K – 1180
2024
Q3 		$11.3K Buy
423
+4
+1% +$110 0.01% 977
2024
Q2 		$12.1K Buy
+419
New +$12.6K 0.01% 933

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's MOS Position: Q4 2025 in Review

Rise Advisors sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 48 shares — an estimated $1.67K sold.

Rise Advisors first reported a position in MOS in Q2 2024 and held it in 5 quarters. The position peaked at $12.1K in Q2 2024. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Rise Advisors reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 48 The Mosaic Company shares in Q4 2025, an estimated $1.67K.
  • Rise Advisors first reported a position in The Mosaic Company in Q2 2024 and held it in 5 quarters.
  • Rise Advisors's The Mosaic Company position peaked at $12.1K in Q2 2024.
  • 658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.