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Shufro Rose & Co’s The Mosaic Company MOS Stock Holding History

Shufro Rose & Co’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 		$375K Hold
14,700
– – 0.03% 214
2025
Q4 		$354K Sell
14,700
-7,000
-32% -$189K 0.02% 213
2025
Q3 		$586K Hold
21,700
– – 0.05% 161
2025
Q2 		$586K Hold
21,700
– – 0.05% 161
2025
Q1 		$586K Hold
21,700
– – 0.05% 164
2024
Q4 		$533K Sell
21,700
-7,500
-26% -$196K 0.04% 167
2024
Q3 		$844K Hold
29,200
– – 0.07% 126
2024
Q2 		$844K Buy
+29,200
New +$880K 0.07% 126
2019
Q1 		– Sell
-19,019
Closed -$556K – 312
2018
Q4 		$556K Sell
19,019
-1,675
-8% -$55.1K 0.06% 154
2018
Q3 		$672K Sell
20,694
-43,197
-68% -$1.3M 0.06% 155
2018
Q2 		$1.79M Sell
63,891
-2,725
-4% -$74K 0.17% 99
2018
Q1 		$1.62M Sell
66,616
-1,775
-3% -$46.7K 0.16% 99
2017
Q4 		$1.75M Sell
68,391
-20,755
-23% -$477K 0.17% 93
2017
Q3 		$1.93M Sell
89,146
-84,716
-49% -$1.83M 0.19% 89
2017
Q2 		$3.97M Sell
173,862
-5,690
-3% -$140K 0.42% 58
2017
Q1 		$5.24M Sell
179,552
-17,015
-9% -$525K 0.57% 49
2016
Q4 		$5.76M Sell
196,567
-27,680
-12% -$743K 0.64% 46
2016
Q3 		$5.49M Sell
224,247
-1,495
-0.7% -$40.8K 0.61% 49
2016
Q2 		$5.91M Buy
225,742
+13,730
+6% +$364K 0.65% 53
2016
Q1 		$5.72M Buy
212,012
+18,625
+10% +$486K 0.64% 52
2015
Q4 		$5.33M Buy
193,387
+22,082
+13% +$705K 0.61% 53
2015
Q3 		$5.33M Sell
171,305
-4,460
-3% -$184K 0.64% 51
2015
Q2 		$8.23M Buy
175,765
+9,325
+6% +$423K 0.87% 44
2015
Q1 		$7.67M Buy
166,440
+6,235
+4% +$304K 0.79% 47
2014
Q4 		$7.31M Buy
160,205
+2,630
+2% +$117K 0.74% 48
2014
Q3 		$7M Buy
157,575
+2,810
+2% +$132K 0.73% 50
2014
Q2 		$7.65M Buy
154,765
+13,300
+9% +$655K 0.79% 49
2014
Q1 		$7.07M Buy
+141,465
New +$6.74M 0.74% 49

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

Shufro Rose & Co's MOS Position: Q1 2026 in Review

Shufro Rose & Co held its The Mosaic Company (MOS) position steady in Q1 2026 at 14,700 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #214.

Shufro Rose & Co first reported a position in MOS in Q1 2014 and has held it in 28 quarters since. The position peaked at $8.23M in Q2 2015. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Shufro Rose & Co held 14,700 shares of The Mosaic Company worth $375K as of Q1 2026.
  • Shufro Rose & Co left its The Mosaic Company share count unchanged in Q1 2026.
  • The Mosaic Company made up 0.03% of Shufro Rose & Co's portfolio in Q1 2026, its #214 holding.
  • Shufro Rose & Co first reported a position in The Mosaic Company in Q1 2014 and has held it in 28 quarters since.
  • Shufro Rose & Co's The Mosaic Company position peaked at $8.23M in Q2 2015.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.