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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
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

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

Synergy Investment Management's MOS Position: Q1 2026 in Review

Synergy Investment Management opened a new position in The Mosaic Company (MOS) in Q1 2026: 505 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in MOS as recently as Q1 2025.

Synergy Investment Management first reported a position in MOS in Q4 2024 and has held it in 3 quarters since. The position peaked at $13.4K in Q1 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Synergy Investment Management held 505 shares of The Mosaic Company worth $12.9K as of Q1 2026.
  • The Mosaic Company was a new Synergy Investment Management position in Q1 2026.
  • The Mosaic Company made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #465 holding.
  • Synergy Investment Management first reported a position in The Mosaic Company in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's The Mosaic Company position peaked at $13.4K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.