Root Financial Partners
MOS icon

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
Q3 		$100K Buy
+4,609
New +$107K ﹤0.01% 733
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return

Root Financial Partners's MOS Position: Q3 2026 in Review

Root Financial Partners opened a new position in The Mosaic Company (MOS) in Q3 2026: 4,609 shares worth $100K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MOS as recently as Q1 2026.

Root Financial Partners first reported a position in MOS in Q3 2025 and has held it in 4 quarters since. 547 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • Root Financial Partners held 4,609 shares of The Mosaic Company worth $100K as of Q3 2026.
  • The Mosaic Company was a new Root Financial Partners position in Q3 2026.
  • The Mosaic Company made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #733 holding.
  • Root Financial Partners first reported a position in The Mosaic Company in Q3 2025 and has held it in 4 quarters since.
  • 547 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.