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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
Q2 		– Sell
-3,407
Closed -$86.9K – 2100
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

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

Root Financial Partners's MOS Position: Q2 2026 in Review

Root Financial Partners sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 3,407 shares — an estimated $86.9K sold.

Root Financial Partners first reported a position in MOS in Q3 2025 and held it in 3 quarters. The position peaked at $86.9K in Q1 2026. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Root Financial Partners reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,407 The Mosaic Company shares in Q2 2026, an estimated $86.9K.
  • Root Financial Partners first reported a position in The Mosaic Company in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's The Mosaic Company position peaked at $86.9K in Q1 2026.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.