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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
Q2 		$2.11M Sell
99,700
-16,668
-14% -$385K 0.35% 73
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

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 $3.38T AUM 44.17% 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
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MOS Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its The Mosaic Company (MOS) stake by 14% in Q2 2026, selling an estimated $385K and leaving 99,700 shares worth $2.11M. The position accounts for 0.35% of the portfolio, ranked #73.

Sterling Investment Advisors (Pennsylvania) first reported a position in MOS in Q4 2016 and has held it in 13 quarters since. The position peaked at $4.96M in Q2 2025. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 99,700 shares of The Mosaic Company worth $2.11M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 16,668 The Mosaic Company shares in Q2 2026, an estimated $385K.
  • The Mosaic Company made up 0.35% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #73 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in The Mosaic Company in Q4 2016 and has held it in 13 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s The Mosaic Company position peaked at $4.96M in Q2 2025.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.