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Synergy Investment Management’s The Mosaic Company MOS Stock Holding History

Synergy Investment Management’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 		$10.5K Sell
495
-10
-2% -$231 ﹤0.01% 624
2026
Q1 		$12.9K Buy
+505
New +$13.8K ﹤0.01% 465
2025
Q2 		– Sell
-495
Closed -$13.4K – 383
2025
Q1 		$13.4K Buy
495
+3
+0.6% +$79 0.01% 352
2024
Q4 		$12.1K Buy
+492
New +$12.9K 0.01% 373

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 $3.38T AUM 44.17% 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

Synergy Investment Management's MOS Position: Q2 2026 in Review

Synergy Investment Management reduced its The Mosaic Company (MOS) stake by 2% in Q2 2026, selling an estimated $231 and leaving 495 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Synergy Investment Management first reported a position in MOS in Q4 2024 and has held it in 4 quarters since. The position peaked at $13.4K in Q1 2025. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Synergy Investment Management held 495 shares of The Mosaic Company worth $10.5K as of Q2 2026.
  • Synergy Investment Management sold 10 The Mosaic Company shares in Q2 2026, an estimated $231.
  • The Mosaic Company made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #624 holding.
  • Synergy Investment Management first reported a position in The Mosaic Company in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's The Mosaic Company position peaked at $13.4K in Q1 2025.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.