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Stephens Inc’s The Mosaic Company MOS Stock Holding History

Stephens Inc’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
Q2 		$452K Sell
21,335
-11,268
-35% -$260K 0.01% 919
2026
Q1 		$831K Buy
32,603
+11,638
+56% +$319K 0.01% 694
2025
Q4 		$505K Sell
20,965
-3,935
-16% -$106K 0.01% 841
2025
Q3 		$864K Buy
24,900
+3,010
+14% +$104K 0.01% 681
2025
Q2 		$799K Buy
+21,890
New +$701K 0.01% 692
2024
Q4 		– Sell
-10,498
Closed -$281K – 1322
2024
Q3 		$281K Buy
10,498
+1,756
+20% +$48.3K ﹤0.01% 1054
2024
Q2 		$253K Buy
+8,742
New +$263K ﹤0.01% 1068
2022
Q2 		– Sell
-3,067
Closed -$204K – 1298
2022
Q1 		$204K Buy
+3,067
New +$153K ﹤0.01% 1175
2021
Q4 		– Sell
-17,188
Closed -$614K – 1386
2021
Q3 		$614K Buy
17,188
+1,439
+9% +$46K 0.01% 797
2021
Q2 		$503K Buy
15,749
+1,001
+7% +$33.9K 0.01% 877
2021
Q1 		$466K Buy
+14,748
New +$435K 0.01% 861
2019
Q4 		– Sell
-10,152
Closed -$208K – 1179
2019
Q3 		$208K Sell
10,152
-12,315
-55% -$268K ﹤0.01% 1042
2019
Q2 		$562K Sell
22,467
-1,280
-5% -$31.2K 0.01% 731
2019
Q1 		$649K Sell
23,747
-2,300
-9% -$70.1K 0.02% 682
2018
Q4 		$761K Sell
26,047
-7,369
-22% -$243K 0.02% 583
2018
Q3 		$1.08M Sell
33,416
-4,658
-12% -$140K 0.03% 554
2018
Q2 		$1.07M Sell
38,074
-684
-2% -$18.6K 0.03% 452
2018
Q1 		$941K Sell
38,758
-1,342
-3% -$35.3K 0.04% 407
2017
Q4 		$1.03M Sell
40,100
-4,300
-10% -$98.8K 0.04% 364
2017
Q3 		$959K Buy
44,400
+1,901
+4% +$41.2K 0.03% 385
2017
Q2 		$970K Sell
42,499
-9,544
-18% -$234K 0.03% 441
2017
Q1 		$1.52M Buy
52,043
+1,431
+3% +$44.2K 0.06% 338
2016
Q4 		$1.48M Buy
50,612
+13,471
+36% +$361K 0.06% 313
2016
Q3 		$908K Buy
+37,141
New +$1.01M 0.04% 387

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Stephens Inc's MOS Position: Q2 2026 in Review

Stephens Inc reduced its The Mosaic Company (MOS) stake by 35% in Q2 2026, selling an estimated $260K and leaving 21,335 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #919.

Stephens Inc first reported a position in MOS in Q3 2016 and has held it in 24 quarters since. The position peaked at $1.52M in Q1 2017. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Stephens Inc held 21,335 shares of The Mosaic Company worth $452K as of Q2 2026.
  • Stephens Inc sold 11,268 The Mosaic Company shares in Q2 2026, an estimated $260K.
  • The Mosaic Company made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #919 holding.
  • Stephens Inc first reported a position in The Mosaic Company in Q3 2016 and has held it in 24 quarters since.
  • Stephens Inc's The Mosaic Company position peaked at $1.52M in Q1 2017.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.