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Ritholtz Wealth Management’s The Mosaic Company MOS Stock Holding History

Ritholtz Wealth Management’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 		– Sell
-12,077
Closed -$308K – 1357
2026
Q1 		$308K Buy
+12,077
New +$331K 0.01% 961
2024
Q1 		– Sell
-5,843
Closed -$209K – 815
2023
Q4 		$209K Sell
5,843
-996
-15% -$35.2K 0.01% 693
2023
Q3 		$243K Buy
+6,839
New +$262K 0.01% 597
2022
Q2 		– Sell
-5,147
Closed -$342K – 579
2022
Q1 		$342K Buy
+5,147
New +$257K 0.02% 390

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 $3.38T AUM 44.17% 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

Ritholtz Wealth Management's MOS Position: Q2 2026 in Review

Ritholtz Wealth Management sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 12,077 shares — an estimated $308K sold.

Ritholtz Wealth Management first reported a position in MOS in Q1 2022 and held it in 4 quarters. The position peaked at $342K in Q1 2022. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Ritholtz Wealth Management reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 12,077 The Mosaic Company shares in Q2 2026, an estimated $308K.
  • Ritholtz Wealth Management first reported a position in The Mosaic Company in Q1 2022 and held it in 4 quarters.
  • Ritholtz Wealth Management's The Mosaic Company position peaked at $342K in Q1 2022.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.