Trifecta Capital Advisors’s The Mosaic Company MOS Stock Holding History

Trifecta Capital 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
2025 Q4	–	Sell	-36	Closed	-$1.25K	–	377
2025 Q3	$1.25K	Hold	36	–	–	﹤0.01%	387
2025 Q2	$1.31K	Buy	+36	New	+$1.15K	﹤0.01%	396
2023 Q2	–	Sell	-13	Closed	-$597	–	425
2023 Q1	$597	Hold	13	–	–	﹤0.01%	411
2022 Q4	$570	Buy	+13	New	+$644	﹤0.01%	424

Other funds holding MOS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trifecta Capital Advisors's MOS Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 36 shares — an estimated $1.25K sold.

Trifecta Capital Advisors first reported a position in MOS in Q4 2022 and held it in 4 quarters. The position peaked at $1.31K in Q2 2025. 657 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

Trifecta Capital Advisors reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 36 The Mosaic Company shares in Q4 2025, an estimated $1.25K.
Trifecta Capital Advisors first reported a position in The Mosaic Company in Q4 2022 and held it in 4 quarters.
Trifecta Capital Advisors's The Mosaic Company position peaked at $1.31K in Q2 2025.
657 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.