Sterling Investment Advisors (Pennsylvania)’s The Mosaic Company MOS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$2.97M	Sell	116,368 -3,894	-3%	-$107K	0.54%	57
2025 Q4	$2.9M	Sell	120,262 -15,243	-11%	-$411K	0.53%	59
2025 Q3	$4.7M	Sell	135,505 -570	-0.4%	-$19.6K	0.91%	32
2025 Q2	$4.96M	Sell	136,075 -400	-0.3%	-$12.8K	1.09%	26
2025 Q1	$3.69M	Sell	136,475 -375	-0.3%	-$9.92K	0.89%	35
2024 Q4	$3.36M	Buy	+136,850	New	+$3.58M	0.82%	37
2022 Q3	–	Sell	-1,600	Closed	-$76K	–	349
2022 Q2	$76K	Buy	1,600 +1,000	+167%	+$61.3K	0.03%	200
2022 Q1	$40K	Hold	600	–	–	0.01%	275
2021 Q4	$24K	Buy	+600	New	+$23K	0.01%	346
2019 Q4	–	Sell	-3,000	Closed	-$62K	–	430
2019 Q3	$62K	Buy	+3,000	New	+$65.3K	0.03%	187
2017 Q2	–	Sell	-48,066	Closed	-$1.4M	–	381
2017 Q1	$1.4M	Buy	48,066 +866	+2%	+$26.7K	1.01%	33
2016 Q4	$1.38M	Buy	+47,200	New	+$1.27M	1.11%	32

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

Sterling Investment Advisors (Pennsylvania)'s MOS Position: Q1 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its The Mosaic Company (MOS) stake by 3.2% in Q1 2026, selling an estimated $107K and leaving 116,368 shares worth $2.97M. The position accounts for 0.54% of the portfolio, ranked #57.

Sterling Investment Advisors (Pennsylvania) first reported a position in MOS in Q4 2016 and has held it in 12 quarters since. The position peaked at $4.96M in Q2 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Sterling Investment Advisors (Pennsylvania) held 116,368 shares of The Mosaic Company worth $2.97M as of Q1 2026.
Sterling Investment Advisors (Pennsylvania) sold 3,894 The Mosaic Company shares in Q1 2026, an estimated $107K.
The Mosaic Company made up 0.54% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q1 2026, its #57 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in The Mosaic Company in Q4 2016 and has held it in 12 quarters since.
Sterling Investment Advisors (Pennsylvania)'s The Mosaic Company position peaked at $4.96M in Q2 2025.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2026, filed 4 May 2026.