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Sentry Investment Management’s The Mosaic Company MOS Stock Holding History

Sentry Investment Management’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 		– Sell
-869
Closed -$21K – 313
2025
Q4 		$21K Hold
869
– – 0.01% 501
2025
Q3 		$30K Sell
869
-55
-6% -$1.9K 0.02% 482
2025
Q2 		$34K Hold
924
– – 0.02% 454
2025
Q1 		$22K Sell
924
-319
-26% -$8.44K 0.01% 468
2024
Q4 		$31K Sell
1,243
-202
-14% -$5.28K 0.01% 443
2024
Q3 		$39K Hold
1,445
– – 0.02% 463
2024
Q2 		$42K Sell
1,445
-296
-17% -$8.92K 0.02% 430
2024
Q1 		$57K Hold
1,741
– – 0.02% 416
2023
Q4 		$62K Sell
1,741
-187
-10% -$6.6K 0.03% 417
2023
Q3 		$69K Sell
1,928
-343
-15% -$13.2K 0.03% 422
2023
Q2 		$79K Hold
2,271
– – 0.03% 430
2023
Q1 		$104K Sell
2,271
-26
-1% -$1.26K 0.04% 356
2022
Q4 		$101K Sell
2,297
-195
-8% -$9.65K 0.04% 368
2022
Q3 		$120K Hold
2,492
– – 0.06% 325
2022
Q2 		$118K Sell
2,492
-485
-16% -$29.7K 0.05% 335
2022
Q1 		$198K Sell
2,977
-25
-0.8% -$1.25K 0.06% 296
2021
Q4 		$118K Hold
3,002
– – 0.03% 413
2021
Q3 		$107K Sell
3,002
-438
-13% -$14K 0.03% 433
2021
Q2 		$110K Hold
3,440
– – 0.03% 411
2021
Q1 		$109K Sell
3,440
-16,596
-83% -$489K 0.03% 424
2020
Q4 		$461K Sell
20,036
-2,390
-11% -$48.1K 0.02% 411
2020
Q3 		$410K Buy
+22,426
New +$365K 0.02% 384
2020
Q2 		– Sell
-20,772
Closed -$225K – 478
2020
Q1 		$225K Buy
+20,772
New +$353K 0.02% 352
2019
Q4 		– Sell
-20,387
Closed -$418K – 448
2019
Q3 		$418K Hold
20,387
– – 0.03% 396
2019
Q2 		$510K Buy
20,387
+132
+0.7% +$3.22K 0.03% 402
2019
Q1 		$553K Sell
20,255
-1,799
-8% -$54.9K 0.04% 386
2018
Q4 		$644K Sell
22,054
-578
-3% -$19K 0.05% 354
2018
Q3 		$735K Hold
22,632
– – 0.04% 358
2018
Q2 		$635K Buy
22,632
+1,005
+5% +$27.3K 0.04% 387
2018
Q1 		$525K Sell
21,627
-2,035
-9% -$53.5K 0.03% 417
2017
Q4 		$607K Hold
23,662
– – 0.03% 409
2017
Q3 		$511K Hold
23,662
– – 0.02% 448
2017
Q2 		$540K Buy
23,662
+223
+1% +$5.47K 0.02% 432
2017
Q1 		$684K Sell
23,439
-1,131
-5% -$34.9K 0.03% 396
2016
Q4 		$721K Hold
24,570
– – 0.03% 388
2016
Q3 		$601K Hold
24,570
– – 0.03% 425
2016
Q2 		$643K Hold
24,570
– – 0.03% 413
2016
Q1 		$663K Hold
24,570
– – 0.03% 400
2015
Q4 		$678K Buy
+24,570
New +$784K 0.03% 392
2015
Q3 		– Sell
-13,769
Closed -$645K – 528
2015
Q2 		$645K Hold
13,769
– – 0.03% 368
2015
Q1 		$634K Hold
13,769
– – 0.03% 374
2014
Q4 		$629K Hold
13,769
– – 0.03% 343
2014
Q3 		$611K Sell
13,769
-1,697
-11% -$79.8K 0.03% 344
2014
Q2 		$765K Sell
15,466
-1,134
-7% -$55.9K 0.04% 323
2014
Q1 		$830K Hold
16,600
– – 0.04% 305
2013
Q4 		$785K Buy
16,600
+500
+3% +$23.2K 0.04% 316
2013
Q3 		$693K Buy
16,100
+9,400
+140% +$438K 0.04% 313
2013
Q2 		$361K Buy
+6,700
New +$399K 0.02% 403

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

Sentry Investment Management's MOS Position: Q1 2026 in Review

Sentry Investment Management sold out of The Mosaic Company (MOS) in Q1 2026, closing a stake of 869 shares — an estimated $21K sold.

Sentry Investment Management first reported a position in MOS in Q2 2013 and held it in 48 quarters. The position peaked at $830K in Q1 2014. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Sentry Investment Management reported no remaining The Mosaic Company position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 869 The Mosaic Company shares in Q1 2026, an estimated $21K.
  • Sentry Investment Management first reported a position in The Mosaic Company in Q2 2013 and held it in 48 quarters.
  • Sentry Investment Management's The Mosaic Company position peaked at $830K in Q1 2014.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.