Roxbury Financial’s The Mosaic Company MOS Stock Holding History

Roxbury Financial’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	$7.31K	Buy	337 +2	+0.6%	+$46	0.01%	346
2026 Q2	$7.09K	Buy	335 +4	+1%	+$92	0.01%	335
2026 Q1	$8.45K	Buy	331 +2	+0.6%	+$55	0.01%	308
2025 Q4	$7.92K	Buy	329 +3	+0.9%	+$81	0.01%	308
2025 Q3	$11.3K	Buy	326 +2	+0.6%	+$69	0.01%	285
2025 Q2	$11.8K	Buy	324 +5	+2%	+$160	0.01%	275
2025 Q1	$7.64K	Buy	319 +3	+0.9%	+$79	0.01%	285
2024 Q4	$8.38K	Buy	+316	New	+$8.26K	0.01%	308

Other funds holding MOS

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

Roxbury Financial's MOS Position: Q3 2026 in Review

Roxbury Financial increased its The Mosaic Company (MOS) stake by 0.6% in Q3 2026, buying an estimated $46 and bringing the position to 337 shares worth $7.31K. The position accounts for 0.01% of the portfolio, ranked #346.

Roxbury Financial first reported a position in MOS in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.8K in Q2 2025. 203 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

Roxbury Financial held 337 shares of The Mosaic Company worth $7.31K as of Q3 2026.
Roxbury Financial bought 2 The Mosaic Company shares in Q3 2026, an estimated $46.
The Mosaic Company made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #346 holding.
Roxbury Financial first reported a position in The Mosaic Company in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's The Mosaic Company position peaked at $11.8K in Q2 2025.
203 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.