Transamerica Financial Advisors’s The Mosaic Company MOS Stock Holding History

Transamerica Financial Advisors’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	$58	Sell	2 -105	-98%	-$2.88K	﹤0.01%	1844
2025 Q4	$2.58K	Buy	107 +57	+114%	+$1.53K	﹤0.01%	1086
2025 Q3	$1.71K	Buy	50 +48	+2,400%	+$1.65K	﹤0.01%	1069
2025 Q2	$42	Hold	2	–	–	﹤0.01%	546
2025 Q1	$1K	Sell	2 -2,106	-100%	-$55.7K	﹤0.01%	518
2024 Q4	$52K	Sell	2,108 -170	-7%	-$4.45K	0.01%	311
2024 Q3	$61K	Buy	+2,278	New	+$62.7K	0.01%	312
2016 Q1	–	Sell	-25	Closed	-$1K	–	826
2015 Q4	$1K	Buy	25 +5	+25%	+$160	﹤0.01%	770
2015 Q3	$1K	Buy	+20	New	+$825	﹤0.01%	767
2015 Q2	–	Sell	-16	Closed	-$1K	–	915
2015 Q1	$1K	Buy	+16	New	+$781	﹤0.01%	824

Other funds holding MOS

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

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 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 $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Transamerica Financial Advisors's MOS Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its The Mosaic Company (MOS) stake by 98% in Q1 2026, selling an estimated $2.88K and leaving 2 shares worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Transamerica Financial Advisors first reported a position in MOS in Q1 2015 and has held it in 10 quarters since. The position peaked at $61K in Q3 2024. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Transamerica Financial Advisors held 2 shares of The Mosaic Company worth $58 as of Q1 2026.
Transamerica Financial Advisors sold 105 The Mosaic Company shares in Q1 2026, an estimated $2.88K.
The Mosaic Company made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1844 holding.
Transamerica Financial Advisors first reported a position in The Mosaic Company in Q1 2015 and has held it in 10 quarters since.
Transamerica Financial Advisors's The Mosaic Company position peaked at $61K in Q3 2024.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.