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Stoneridge Investment Partners’s The Mosaic Company MOS Stock Holding History

Stoneridge Investment Partners’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 		$486K Sell
19,048
-9,757
-34% -$268K 0.35% 70
2025
Q4 		$694K Buy
28,805
+4,753
+20% +$128K 0.48% 50
2025
Q3 		$834K Hold
24,052
– – 0.57% 55
2025
Q2 		$877K Sell
24,052
-30,160
-56% -$966K 0.66% 49
2025
Q1 		$1.46M Buy
+54,212
New +$1.43M 1.24% 28
2024
Q2 		– Sell
-9,359
Closed -$304K – 143
2024
Q1 		$304K Buy
+9,359
New +$298K 0.12% 92
2020
Q2 		– Sell
-22,174
Closed -$240K – 130
2020
Q1 		$240K Sell
22,174
-23,050
-51% -$391K 0.11% 107
2019
Q4 		$979K Sell
45,224
-18,362
-29% -$364K 0.33% 90
2019
Q3 		$1.3M Buy
63,586
+13,486
+27% +$294K 0.48% 75
2019
Q2 		$1.25M Buy
+50,100
New +$1.22M 0.45% 76
2018
Q2 		– Sell
-287,049
Closed -$6.97M – 155
2018
Q1 		$6.97M Buy
287,049
+111,782
+64% +$2.94M 1.17% 33
2017
Q4 		$4.5M Sell
175,267
-20,125
-10% -$462K 0.72% 63
2017
Q3 		$4.22M Buy
195,392
+37,084
+23% +$803K 0.66% 51
2017
Q2 		$3.61M Buy
158,308
+79,261
+100% +$1.95M 0.54% 74
2017
Q1 		$2.31M Sell
79,047
-1,972
-2% -$60.9K 0.31% 108
2016
Q4 		$2.38M Sell
81,019
-200
-0.2% -$5.37K 0.32% 107
2016
Q3 		$1.99M Buy
81,219
+2,800
+4% +$76.3K 0.29% 118
2016
Q2 		$2.05M Buy
78,419
+2,393
+3% +$63.5K 0.31% 103
2016
Q1 		$2.05M Sell
76,026
-2,000
-3% -$52.2K 0.3% 104
2015
Q4 		$2.15M Buy
+78,026
New +$2.49M 0.29% 104

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

Stoneridge Investment Partners's MOS Position: Q1 2026 in Review

Stoneridge Investment Partners reduced its The Mosaic Company (MOS) stake by 34% in Q1 2026, selling an estimated $268K and leaving 19,048 shares worth $486K. The position accounts for 0.35% of the portfolio, ranked #70.

Stoneridge Investment Partners first reported a position in MOS in Q4 2015 and has held it in 20 quarters since. The position peaked at $6.97M in Q1 2018. 693 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Stoneridge Investment Partners held 19,048 shares of The Mosaic Company worth $486K as of Q1 2026.
  • Stoneridge Investment Partners sold 9,757 The Mosaic Company shares in Q1 2026, an estimated $268K.
  • The Mosaic Company made up 0.35% of Stoneridge Investment Partners's portfolio in Q1 2026, its #70 holding.
  • Stoneridge Investment Partners first reported a position in The Mosaic Company in Q4 2015 and has held it in 20 quarters since.
  • Stoneridge Investment Partners's The Mosaic Company position peaked at $6.97M in Q1 2018.
  • 693 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.