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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
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

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

Rothschild Investment LLC's MOS Position: Q1 2026 in Review

Rothschild Investment LLC increased its The Mosaic Company (MOS) stake by 1,972% in Q1 2026, buying an estimated $273K and bringing the position to 10,442 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #582.

Rothschild Investment LLC first reported a position in MOS in Q4 2023 and has held it in 10 quarters since. The position peaked at $391K in Q3 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Rothschild Investment LLC held 10,442 shares of The Mosaic Company worth $266K as of Q1 2026.
  • Rothschild Investment LLC bought 9,938 The Mosaic Company shares in Q1 2026, an estimated $273K.
  • The Mosaic Company made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #582 holding.
  • Rothschild Investment LLC first reported a position in The Mosaic Company in Q4 2023 and has held it in 10 quarters since.
  • Rothschild Investment LLC's The Mosaic Company position peaked at $391K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.