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Summit Trail Advisors’s The Mosaic Company MOS Stock Holding History

Summit Trail Advisors’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 		$1.87M Buy
73,438
+9,289
+14% +$255K 0.03% 573
2025
Q4 		$1.55M Sell
64,149
-9,292
-13% -$250K 0.03% 570
2025
Q3 		$2.55M Buy
+73,441
New +$2.53M 0.04% 322
2024
Q3 		– Sell
-13,209
Closed -$382K – 738
2024
Q2 		$382K Buy
+13,209
New +$398K 0.01% 429
2018
Q1 		– Sell
-921
Closed -$25K – 1199
2017
Q4 		$25K Buy
+921
New +$21.2K ﹤0.01% 985

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 Trail Advisors's MOS Position: Q1 2026 in Review

Summit Trail Advisors increased its The Mosaic Company (MOS) stake by 14% in Q1 2026, buying an estimated $255K and bringing the position to 73,438 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #573.

Summit Trail Advisors first reported a position in MOS in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.55M in Q3 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Summit Trail Advisors held 73,438 shares of The Mosaic Company worth $1.87M as of Q1 2026.
  • Summit Trail Advisors bought 9,289 The Mosaic Company shares in Q1 2026, an estimated $255K.
  • The Mosaic Company made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #573 holding.
  • Summit Trail Advisors first reported a position in The Mosaic Company in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's The Mosaic Company position peaked at $2.55M in Q3 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.