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

Tortoise 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
2025
Q4 		– Sell
-28
Closed -$971 – 964
2025
Q3 		$971 Hold
28
– – ﹤0.01% 1048
2025
Q2 		$1.02K Buy
+28
New +$897 ﹤0.01% 963

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 $3.37T AUM 44.26% 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

Tortoise Investment Management's MOS Position: Q4 2025 in Review

Tortoise Investment Management sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 28 shares — an estimated $971 sold.

Tortoise Investment Management first reported a position in MOS in Q2 2025 and held it in 2 quarters. The position peaked at $1.02K in Q2 2025. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Tortoise Investment Management reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 28 The Mosaic Company shares in Q4 2025, an estimated $971.
  • Tortoise Investment Management first reported a position in The Mosaic Company in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's The Mosaic Company position peaked at $1.02K in Q2 2025.
  • 658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.