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Summit Financial’s The Mosaic Company MOS Stock Holding History

Summit Financial’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 		$3.8M Sell
149,157
-5,551
-4% -$152K 0.05% 386
2025
Q4 		$3.73M Sell
154,708
-139
-0.1% -$3.74K 0.05% 328
2025
Q3 		$5.37M Buy
154,847
+4,557
+3% +$157K 0.08% 241
2025
Q2 		$5.48M Buy
150,290
+4,907
+3% +$157K 0.12% 150
2025
Q1 		$3.93M Buy
145,383
+330
+0.2% +$8.73K 0.11% 160
2024
Q4 		$3.57M Buy
+145,053
New +$3.79M 0.13% 140

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

Summit Financial's MOS Position: Q1 2026 in Review

Summit Financial reduced its The Mosaic Company (MOS) stake by 3.6% in Q1 2026, selling an estimated $152K and leaving 149,157 shares worth $3.8M. The position accounts for 0.05% of the portfolio, ranked #386.

Summit Financial first reported a position in MOS in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.48M in Q2 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Summit Financial held 149,157 shares of The Mosaic Company worth $3.8M as of Q1 2026.
  • Summit Financial sold 5,551 The Mosaic Company shares in Q1 2026, an estimated $152K.
  • The Mosaic Company made up 0.05% of Summit Financial's portfolio in Q1 2026, its #386 holding.
  • Summit Financial first reported a position in The Mosaic Company in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's The Mosaic Company position peaked at $5.48M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.