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Summit Securities Group’s The Mosaic Company MOS Stock Holding History

Summit Securities Group’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 		$1.33K Sell
52
-419
-89% -$11.5K ﹤0.01% 978
2025
Q4 		$11.3K Sell
471
-75
-14% -$2.02K ﹤0.01% 876
2025
Q3 		$18.9K Buy
546
+332
+155% +$11.4K ﹤0.01% 775
2025
Q2 		$7.81K Sell
214
-2,156
-91% -$69.1K ﹤0.01% 924
2025
Q1 		$64K Buy
+2,370
New +$62.7K 0.01% 285
2023
Q3 		– Sell
-434
Closed -$15K – 858
2023
Q2 		$15K Sell
434
-235
-35% -$9.08K ﹤0.01% 708
2023
Q1 		$31K Buy
669
+324
+94% +$15.7K ﹤0.01% 538
2022
Q4 		$15K Sell
345
-5,248
-94% -$260K ﹤0.01% 961
2022
Q3 		$270K Buy
5,593
+4,835
+638% +$250K 0.02% 367
2022
Q2 		$36K Buy
758
+606
+399% +$37.1K ﹤0.01% 637
2022
Q1 		$10K Buy
+152
New +$7.6K ﹤0.01% 843
2015
Q3 		– Sell
-3,600
Closed -$169K – 455
2015
Q2 		$169K Buy
+3,600
New +$163K 0.08% 87
2015
Q1 		– Sell
-6,900
Closed -$315K – 550
2014
Q4 		$315K Sell
6,900
-600
-8% -$26.6K 0.09% 149
2014
Q3 		$333K Sell
7,500
-4,500
-38% -$212K 0.1% 152
2014
Q2 		$593K Buy
12,000
+5,500
+85% +$271K 0.2% 82
2014
Q1 		$325K Buy
6,500
+2,700
+71% +$129K 0.19% 64
2013
Q4 		$180K Buy
3,800
+2,000
+111% +$92.8K 0.03% 181
2013
Q3 		$77K Hold
1,800
– – 0.03% 169
2013
Q2 		$97K Buy
+1,800
New +$107K 0.05% 129

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 Securities Group's MOS Position: Q1 2026 in Review

Summit Securities Group reduced its The Mosaic Company (MOS) stake by 89% in Q1 2026, selling an estimated $11.5K and leaving 52 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Summit Securities Group first reported a position in MOS in Q2 2013 and has held it in 19 quarters since. The position peaked at $593K in Q2 2014. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Summit Securities Group held 52 shares of The Mosaic Company worth $1.33K as of Q1 2026.
  • Summit Securities Group sold 419 The Mosaic Company shares in Q1 2026, an estimated $11.5K.
  • The Mosaic Company made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #978 holding.
  • Summit Securities Group first reported a position in The Mosaic Company in Q2 2013 and has held it in 19 quarters since.
  • Summit Securities Group's The Mosaic Company position peaked at $593K in Q2 2014.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.