UBS Group’s The Mosaic Company MOS Stock Holding History

UBS Group’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	$2.3M	Sell	90,200 -70,900	-44%	-$1.94M	﹤0.01%	4848
2025 Q4	$3.88M	Buy	161,100 +21,500	+15%	+$579K	﹤0.01%	4288
2025 Q3	$4.84M	Sell	139,600 -77,100	-36%	-$2.66M	﹤0.01%	4071
2025 Q2	$7.91M	Sell	216,700 -10,718	-5%	-$343K	﹤0.01%	3361
2025 Q1	$6.14M	Sell	227,418 -164,900	-42%	-$4.36M	﹤0.01%	3573
2024 Q4	$9.64M	Buy	392,318 +186,800	+91%	+$4.88M	﹤0.01%	3092
2024 Q3	$5.5M	Buy	205,518 +106,718	+108%	+$2.94M	﹤0.01%	2978
2024 Q2	$2.86M	Buy	+98,800	New	+$2.98M	﹤0.01%	3395
2024 Q1	–	Sell	-114,900	Closed	-$4.11M	–	9768
2023 Q4	$4.11M	Sell	114,900 -136,912	-54%	-$4.84M	﹤0.01%	2997
2023 Q3	$8.96M	Buy	251,812 +3,912	+2%	+$150K	﹤0.01%	2065
2023 Q2	$8.68M	Buy	+247,900	New	+$9.58M	﹤0.01%	2068
2022 Q2	–	Sell	-356,538	Closed	-$23.7M	–	10688
2022 Q1	$23.7M	Buy	+356,538	New	+$17.8M	0.01%	1303
2021 Q4	–	Sell	-100,000	Closed	-$3.57M	–	10527
2021 Q3	$3.57M	Hold	100,000	–	–	﹤0.01%	3035
2021 Q2	$3.19M	Hold	100,000	–	–	﹤0.01%	3127
2021 Q1	$3.16M	Hold	100,000	–	–	﹤0.01%	3079
2020 Q4	$2.3M	Hold	100,000	–	–	﹤0.01%	3286
2020 Q3	$1.83M	Hold	100,000	–	–	﹤0.01%	3132
2020 Q2	$1.25M	Buy	100,000 +9,400	+10%	+$113K	﹤0.01%	3311
2020 Q1	$980K	Sell	90,600 -34,300	-27%	-$582K	﹤0.01%	3368
2019 Q4	$2.7M	Buy	124,900 +106,900	+594%	+$2.12M	﹤0.01%	3243
2019 Q3	$369K	Buy	+18,000	New	+$392K	﹤0.01%	4794
2019 Q2	–	Sell	-73,300	Closed	-$2M	–	8044
2019 Q1	$2M	Buy	+73,300	New	+$2.24M	﹤0.01%	2994
2018 Q3	–	Sell	-120,000	Closed	-$3.37M	–	8144
2018 Q2	$3.37M	Hold	120,000	–	–	﹤0.01%	2698
2018 Q1	$2.91M	Buy	120,000 +11,400	+10%	+$300K	﹤0.01%	2789
2017 Q4	$2.79M	Sell	108,600 -65,200	-38%	-$1.5M	﹤0.01%	2892
2017 Q3	$3.75M	Sell	173,800 -271,200	-61%	-$5.87M	﹤0.01%	2502
2017 Q2	$10.2M	Buy	445,000 +336,400	+310%	+$8.26M	0.01%	1528
2017 Q1	$3.17M	Hold	108,600	–	–	﹤0.01%	2494
2016 Q4	$3.19M	Sell	108,600 -475,000	-81%	-$12.7M	﹤0.01%	2497
2016 Q3	$14.3M	Buy	583,600 +490,700	+528%	+$13.4M	0.01%	1168
2016 Q2	$2.43M	Buy	+92,900	New	+$2.46M	﹤0.01%	2603
2016 Q1	–	Sell	-508,600	Closed	-$14M	–	7960
2015 Q4	$14M	Buy	508,600 +508,200	+127,050%	+$16.2M	0.01%	1170
2015 Q3	$12K	Sell	400 -3,100	-89%	-$128K	﹤0.01%	7151
2015 Q2	$164K	Sell	3,500 -26,300	-88%	-$1.19M	﹤0.01%	5038
2015 Q1	$1.37M	Buy	29,800 +5,100	+21%	+$249K	﹤0.01%	3282
2014 Q4	$1.13M	Buy	+24,700	New	+$1.09M	﹤0.01%	3477

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

UBS Group's MOS Position: Q1 2026 in Review

UBS Group reduced its The Mosaic Company (MOS) stake by 13% in Q1 2026, selling an estimated $8.09M and leaving 1,911,932 shares worth $48.8M. The position accounts for 0.01% of the portfolio, ranked #1669.

UBS Group first reported a position in MOS in Q4 2014 and has held it in 46 quarters since. The position peaked at $132M in Q2 2025. 693 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

UBS Group held 1,911,932 shares of The Mosaic Company worth $48.8M as of Q1 2026.
UBS Group sold 295,101 The Mosaic Company shares in Q1 2026, an estimated $8.09M.
The Mosaic Company made up 0.01% of UBS Group's portfolio in Q1 2026, its #1669 holding.
UBS Group first reported a position in The Mosaic Company in Q4 2014 and has held it in 46 quarters since.
UBS Group's The Mosaic Company position peaked at $132M in Q2 2025.
693 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.