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SummitTX Capital’s The Mosaic Company MOS Stock Holding History

SummitTX Capital’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 		$1.53M Buy
59,874
+34,041
+132% +$934K 0.05% 355
2025
Q4 		$622K Buy
+25,833
New +$696K 0.02% 499

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

SummitTX Capital's MOS Position: Q1 2026 in Review

SummitTX Capital increased its The Mosaic Company (MOS) stake by 132% in Q1 2026, buying an estimated $934K and bringing the position to 59,874 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #355.

SummitTX Capital first reported a position in MOS in Q4 2025 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • SummitTX Capital held 59,874 shares of The Mosaic Company worth $1.53M as of Q1 2026.
  • SummitTX Capital bought 34,041 The Mosaic Company shares in Q1 2026, an estimated $934K.
  • The Mosaic Company made up 0.05% of SummitTX Capital's portfolio in Q1 2026, its #355 holding.
  • SummitTX Capital first reported a position in The Mosaic Company in Q4 2025 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.