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Root Financial Partners’s The Mosaic Company MOS Stock Holding History

Root Financial Partners’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 		$86.9K Buy
3,407
+2,536
+291% +$69.5K ﹤0.01% 624
2025
Q4 		$21K Sell
871
-341
-28% -$9.18K ﹤0.01% 1166
2025
Q3 		$42K Buy
+1,212
New +$41.8K ﹤0.01% 732

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

Root Financial Partners's MOS Position: Q1 2026 in Review

Root Financial Partners increased its The Mosaic Company (MOS) stake by 291% in Q1 2026, buying an estimated $69.5K and bringing the position to 3,407 shares worth $86.9K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Root Financial Partners first reported a position in MOS in Q3 2025 and has held it in 3 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Root Financial Partners held 3,407 shares of The Mosaic Company worth $86.9K as of Q1 2026.
  • Root Financial Partners bought 2,536 The Mosaic Company shares in Q1 2026, an estimated $69.5K.
  • The Mosaic Company made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #624 holding.
  • Root Financial Partners first reported a position in The Mosaic Company in Q3 2025 and has held it in 3 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.