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SVB Wealth’s The Mosaic Company MOS Stock Holding History

SVB Wealth’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
2025
Q4 		– Sell
-7,391
Closed -$256K – 408
2025
Q3 		$256K Buy
7,391
+494
+7% +$17K 0.01% 374
2025
Q2 		$252K Sell
6,897
-2,664
-28% -$85.4K 0.01% 386
2025
Q1 		$258K Buy
+9,561
New +$253K 0.01% 277
2024
Q2 		– Sell
-7,010
Closed -$228K – 795
2024
Q1 		$228K Sell
7,010
-1,256
-15% -$40K 0.01% 721
2023
Q4 		$295K Buy
+8,266
New +$292K 0.01% 636
2023
Q2 		– Sell
-7,971
Closed -$366K – 973
2023
Q1 		$366K Sell
7,971
-115
-1% -$5.57K 0.01% 649
2022
Q4 		$355K Sell
8,086
-1,867
-19% -$92.4K ﹤0.01% 676
2022
Q3 		$481K Buy
9,953
+5,293
+114% +$274K 0.01% 545
2022
Q2 		$220K Sell
4,660
-1,442
-24% -$88.3K ﹤0.01% 653
2022
Q1 		$406K Buy
+6,102
New +$305K 0.01% 496
2016
Q2 		– Sell
-10,211
Closed -$276K – 521
2016
Q1 		$276K Sell
10,211
-2,924
-22% -$76.3K 0.01% 443
2015
Q4 		$362K Sell
13,135
-9,509
-42% -$304K 0.01% 431
2015
Q3 		$704K Sell
22,644
-54,388
-71% -$2.24M 0.03% 355
2015
Q2 		$3.61M Sell
77,032
-14,625
-16% -$664K 0.12% 164
2015
Q1 		$4.22M Buy
91,657
+3,728
+4% +$182K 0.14% 158
2014
Q4 		$4.01M Buy
+87,929
New +$3.9M 0.13% 162

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SVB Wealth's MOS Position: Q4 2025 in Review

SVB Wealth sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 7,391 shares — an estimated $256K sold.

SVB Wealth first reported a position in MOS in Q4 2014 and held it in 16 quarters. The position peaked at $4.22M in Q1 2015. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • SVB Wealth reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • SVB Wealth sold 7,391 The Mosaic Company shares in Q4 2025, an estimated $256K.
  • SVB Wealth first reported a position in The Mosaic Company in Q4 2014 and held it in 16 quarters.
  • SVB Wealth's The Mosaic Company position peaked at $4.22M in Q1 2015.
  • 658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on SVB Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.