Terril Brothers’s The Mosaic Company MOS Stock Holding History

Terril Brothers’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	$19.7M	Buy	772,635 +10,675	+1%	+$293K	5.39%	10
2025 Q4	$18.4M	Buy	761,960 +591,565	+347%	+$15.9M	4.81%	10
2025 Q3	$5.91M	Buy	170,395 +2,300	+1%	+$79.2K	1.79%	13
2025 Q2	$6.13M	Sell	168,095 -450	-0.3%	-$14.4K	2.31%	13
2025 Q1	$4.55M	Buy	168,545 +39,625	+31%	+$1.05M	1.69%	12
2024 Q4	$3.17M	Sell	128,920 -13,430	-9%	-$351K	0.91%	26
2024 Q3	$3.84M	Buy	142,350 +75	+0.1%	+$2.06K	1.27%	19
2024 Q2	$4.11M	Buy	142,275 +2,525	+2%	+$76.1K	1.48%	19
2024 Q1	$4.54M	Buy	139,750 +14,260	+11%	+$454K	1.56%	19
2023 Q4	$4.48M	Sell	125,490 -1,441	-1%	-$50.9K	1.59%	21
2023 Q3	$4.52M	Sell	126,931 -1,695	-1%	-$65K	2.19%	16
2023 Q2	$4.5M	Sell	128,626 -700	-0.5%	-$27.1K	1.99%	19
2023 Q1	$5.93M	Sell	129,326 -25	-0%	-$1.21K	2.79%	14
2022 Q4	$5.67M	Sell	129,351 -6,075	-4%	-$301K	2.78%	15
2022 Q3	$6.54M	Sell	135,426 -1,644	-1%	-$85K	1.98%	12
2022 Q2	$6.47M	Sell	137,070 -4,670	-3%	-$286K	2.18%	14
2022 Q1	$9.43M	Sell	141,740 -345	-0.2%	-$17.3K	1.92%	16
2021 Q4	$5.58M	Buy	142,085 +25,475	+22%	+$975K	1.23%	22
2021 Q3	$4.17M	Buy	+116,610	New	+$3.73M	1.03%	22

Other funds holding MOS

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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 New York $761B AUM 31.28% 1-Year Est. Return