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Rothschild Investment LLC’s The Mosaic Company MOS Stock Holding History

Rothschild Investment LLC’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 		$1.8M Buy
84,845
+74,403
+713% +$1.72M 0.07% 268
2026
Q1 		$266K Buy
10,442
+9,938
+1,972% +$273K 0.01% 582
2025
Q4 		$12.1K Sell
504
-10,774
-96% -$290K ﹤0.01% 1503
2025
Q3 		$391K Buy
11,278
+10,528
+1,404% +$363K 0.02% 411
2025
Q2 		$27.4K Buy
750
+650
+650% +$20.8K ﹤0.01% 948
2025
Q1 		$2.7K Sell
100
-295
-75% -$7.8K ﹤0.01% 1723
2024
Q4 		$9.71K Sell
395
-74
-16% -$1.94K ﹤0.01% 1153
2024
Q3 		$12.6K Buy
469
+287
+158% +$7.9K ﹤0.01% 1108
2024
Q2 		$5.26K Sell
182
-364
-67% -$11K ﹤0.01% 1202
2024
Q1 		$17.7K Buy
546
+100
+22% +$3.19K ﹤0.01% 950
2023
Q4 		$15.9K Buy
+446
New +$15.8K ﹤0.01% 912

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

Rothschild Investment LLC's MOS Position: Q2 2026 in Review

Rothschild Investment LLC increased its The Mosaic Company (MOS) stake by 713% in Q2 2026, buying an estimated $1.72M and bringing the position to 84,845 shares worth $1.8M. The position accounts for 0.07% of the portfolio, ranked #268.

Rothschild Investment LLC first reported a position in MOS in Q4 2023 and has held it in 11 quarters since. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Rothschild Investment LLC held 84,845 shares of The Mosaic Company worth $1.8M as of Q2 2026.
  • Rothschild Investment LLC bought 74,403 The Mosaic Company shares in Q2 2026, an estimated $1.72M.
  • The Mosaic Company made up 0.07% of Rothschild Investment LLC's portfolio in Q2 2026, its #268 holding.
  • Rothschild Investment LLC first reported a position in The Mosaic Company in Q4 2023 and has held it in 11 quarters since.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.