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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
Q2 		$1.23M Sell
58,170
-1,704
-3% -$39.4K 0.03% 420
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

SummitTX Capital's MOS Position: Q2 2026 in Review

SummitTX Capital reduced its The Mosaic Company (MOS) stake by 2.8% in Q2 2026, selling an estimated $39.4K and leaving 58,170 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #420.

SummitTX Capital first reported a position in MOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.53M in Q1 2026. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • SummitTX Capital held 58,170 shares of The Mosaic Company worth $1.23M as of Q2 2026.
  • SummitTX Capital sold 1,704 The Mosaic Company shares in Q2 2026, an estimated $39.4K.
  • The Mosaic Company made up 0.03% of SummitTX Capital's portfolio in Q2 2026, its #420 holding.
  • SummitTX Capital first reported a position in The Mosaic Company in Q4 2025 and has held it in 3 quarters since.
  • SummitTX Capital's The Mosaic Company position peaked at $1.53M in Q1 2026.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.