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Steward Partners Investment Advisory’s The Mosaic Company MOS Stock Holding History

Steward Partners Investment Advisory’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 		$2.82M Buy
110,476
+97,809
+772% +$2.68M 0.01% 727
2025
Q4 		$305K Sell
12,667
-1,019
-7% -$27.4K ﹤0.01% 1702
2025
Q3 		$475K Sell
13,686
-539
-4% -$18.6K ﹤0.01% 1407
2025
Q2 		$519K Sell
14,225
-2,035
-13% -$65.2K ﹤0.01% 1281
2025
Q1 		$439K Sell
16,260
-1,597
-9% -$42.2K ﹤0.01% 1273
2024
Q4 		$439K Sell
17,857
-2,639
-13% -$69K ﹤0.01% 1225
2024
Q3 		$549K Sell
20,496
-3,103
-13% -$85.4K 0.01% 1073
2024
Q2 		$682K Sell
23,599
-2,040
-8% -$61.5K 0.01% 936
2024
Q1 		$832K Sell
25,639
-1,916
-7% -$61K 0.01% 862
2023
Q4 		$985K Sell
27,555
-4,076
-13% -$144K 0.01% 731
2023
Q3 		$1.13M Sell
31,631
-31,221
-50% -$1.2M 0.02% 637
2023
Q2 		$2.2M Sell
62,852
-1,379
-2% -$53.3K 0.03% 453
2023
Q1 		$2.95M Sell
64,231
-2,628
-4% -$127K 0.05% 367
2022
Q4 		$2.93M Sell
66,859
-32,630
-33% -$1.62M 0.05% 357
2022
Q3 		$4.81M Sell
99,489
-362
-0.4% -$18.7K 0.09% 241
2022
Q2 		$4.72M Buy
99,851
+17,362
+21% +$1.06M 0.09% 250
2022
Q1 		$5.49M Buy
82,489
+23,650
+40% +$1.18M 0.08% 242
2021
Q4 		$2.31M Buy
58,839
+2,453
+4% +$93.9K 0.04% 456
2021
Q3 		$2.01M Buy
56,386
+4,873
+9% +$156K 0.03% 459
2021
Q2 		$1.64M Buy
51,513
+35,578
+223% +$1.21M 0.03% 508
2021
Q1 		$504K Sell
15,935
-650
-4% -$19.2K 0.01% 887
2020
Q4 		$382K Sell
16,585
-60
-0.4% -$1.21K 0.01% 833
2020
Q3 		$304K Sell
16,645
-120
-0.7% -$1.95K 0.01% 811
2020
Q2 		$210K Sell
16,765
-325
-2% -$3.89K 0.01% 866
2020
Q1 		$184K Sell
17,090
-500
-3% -$8.49K 0.01% 817
2019
Q4 		$380K Sell
17,590
-407
-2% -$8.07K 0.01% 696
2019
Q3 		$368K Sell
17,997
-835
-4% -$18.2K 0.01% 670
2019
Q2 		$471K Sell
18,832
-368
-2% -$8.98K 0.02% 579
2019
Q1 		$524K Sell
19,200
-200
-1% -$6.1K 0.02% 503
2018
Q4 		$566K Sell
19,400
-400
-2% -$13.2K 0.03% 459
2018
Q3 		$643K Buy
19,800
+610
+3% +$18.4K 0.03% 449
2018
Q2 		$538K Sell
19,190
-240
-1% -$6.51K 0.03% 454
2018
Q1 		$471K Sell
19,430
-1,675
-8% -$44.1K 0.03% 438
2017
Q4 		$541K Sell
21,105
-9,635
-31% -$221K 0.04% 344
2017
Q3 		$663K Buy
30,740
+1,970
+7% +$42.7K 0.07% 250
2017
Q2 		$656K Buy
28,770
+6,070
+27% +$149K 0.07% 235
2017
Q1 		$662K Buy
22,700
+12,080
+114% +$373K 0.1% 171
2016
Q4 		$311K Buy
+10,620
New +$285K 0.14% 136

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

Steward Partners Investment Advisory's MOS Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its The Mosaic Company (MOS) stake by 772% in Q1 2026, buying an estimated $2.68M and bringing the position to 110,476 shares worth $2.82M. The position accounts for 0.01% of the portfolio, ranked #727.

Steward Partners Investment Advisory first reported a position in MOS in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.49M in Q1 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Steward Partners Investment Advisory held 110,476 shares of The Mosaic Company worth $2.82M as of Q1 2026.
  • Steward Partners Investment Advisory bought 97,809 The Mosaic Company shares in Q1 2026, an estimated $2.68M.
  • The Mosaic Company made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #727 holding.
  • Steward Partners Investment Advisory first reported a position in The Mosaic Company in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's The Mosaic Company position peaked at $5.49M in Q1 2022.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.