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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
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

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

Ritholtz Wealth Management's MOS Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in The Mosaic Company (MOS) in Q1 2026: 12,077 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in MOS as recently as Q4 2023.

Ritholtz Wealth Management first reported a position in MOS in Q1 2022 and has held it in 4 quarters since. The position peaked at $342K in Q1 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Ritholtz Wealth Management held 12,077 shares of The Mosaic Company worth $308K as of Q1 2026.
  • The Mosaic Company was a new Ritholtz Wealth Management position in Q1 2026.
  • The Mosaic Company made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #961 holding.
  • Ritholtz Wealth Management first reported a position in The Mosaic Company in Q1 2022 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's The Mosaic Company position peaked at $342K in Q1 2022.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.