Sigma Planning Corp’s The Mosaic Company MOS Stock Holding History

Sigma Planning Corp’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	$342K	Buy	+13,408	New	+$368K	0.01%	996
2022 Q2	–	Sell	-11,847	Closed	-$788K	–	1378
2022 Q1	$788K	Buy	+11,847	New	+$593K	0.02%	640
2021 Q2	–	Sell	-122,055	Closed	-$3.86M	–	1467
2021 Q1	$3.86M	Buy	+122,055	New	+$3.6M	0.12%	197
2019 Q4	–	Sell	-13,978	Closed	-$287K	–	1083
2019 Q3	$287K	Buy	+13,978	New	+$304K	0.01%	782
2019 Q2	–	Sell	-7,397	Closed	-$202K	–	1030
2019 Q1	$202K	Sell	7,397 -1,245	-14%	-$38K	0.01%	854
2018 Q4	$252K	Buy	8,642 +725	+9%	+$23.9K	0.02%	671
2018 Q3	$257K	Buy	7,917 +674	+9%	+$20.3K	0.02%	775
2018 Q2	$203K	Buy	+7,243	New	+$197K	0.01%	824

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sigma Planning Corp's MOS Position: Q1 2026 in Review

Sigma Planning Corp opened a new position in The Mosaic Company (MOS) in Q1 2026: 13,408 shares worth $342K. The stake represents 0.01% of the portfolio and ranks #996 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in MOS as recently as Q1 2022.

Sigma Planning Corp first reported a position in MOS in Q2 2018 and has held it in 8 quarters since. The position peaked at $3.86M in Q1 2021. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Sigma Planning Corp held 13,408 shares of The Mosaic Company worth $342K as of Q1 2026.
The Mosaic Company was a new Sigma Planning Corp position in Q1 2026.
The Mosaic Company made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #996 holding.
Sigma Planning Corp first reported a position in The Mosaic Company in Q2 2018 and has held it in 8 quarters since.
Sigma Planning Corp's The Mosaic Company position peaked at $3.86M in Q1 2021.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.