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	$2.39M	Sell	93,600 -219,900	-70%	-$6.03M	﹤0.01%	4813
2025 Q4	$7.55M	Sell	313,500 -200,000	-39%	-$5.39M	﹤0.01%	3595
2025 Q3	$17.8M	Buy	513,500 +197,200	+62%	+$6.79M	﹤0.01%	2696
2025 Q2	$11.5M	Sell	316,300 -401,300	-56%	-$12.9M	﹤0.01%	2935
2025 Q1	$19.4M	Buy	717,600 +259,000	+56%	+$6.85M	﹤0.01%	2356
2024 Q4	$11.3M	Buy	458,600 +70,000	+18%	+$1.83M	﹤0.01%	2915
2024 Q3	$10.4M	Buy	388,600 +339,400	+690%	+$9.34M	﹤0.01%	2327
2024 Q2	$1.42M	Buy	+49,200	New	+$1.48M	﹤0.01%	4095
2024 Q1	–	Sell	-6,000	Closed	-$214K	–	9769
2023 Q4	$214K	Sell	6,000 -60,000	-91%	-$2.12M	﹤0.01%	5742
2023 Q3	$2.35M	Sell	66,000 -12,600	-16%	-$483K	﹤0.01%	3282
2023 Q2	$2.75M	Sell	78,600 -11,400	-13%	-$441K	﹤0.01%	3219
2023 Q1	$4.13M	Sell	90,000 -380,000	-81%	-$18.4M	﹤0.01%	2700
2022 Q4	$20.6M	Buy	470,000 +60,000	+15%	+$2.97M	0.01%	1395
2022 Q3	$19.8M	Buy	410,000 +60,000	+17%	+$3.1M	0.01%	1284
2022 Q2	$16.5M	Sell	350,000 -633,076	-64%	-$38.8M	0.01%	1436
2022 Q1	$65.4M	Buy	983,076 +388,076	+65%	+$19.4M	0.02%	707
2021 Q4	$23.4M	Buy	595,000 +70,000	+13%	+$2.68M	0.01%	1470
2021 Q3	$18.8M	Buy	525,000 +275,000	+110%	+$8.8M	0.01%	1552
2021 Q2	$7.98M	Buy	250,000 +100,000	+67%	+$3.39M	﹤0.01%	2232
2021 Q1	$4.74M	Sell	150,000 -250,000	-63%	-$7.37M	﹤0.01%	2656
2020 Q4	$9.2M	Buy	400,000 +100,000	+33%	+$2.01M	﹤0.01%	1910
2020 Q3	$5.48M	Hold	300,000	–	–	﹤0.01%	2113
2020 Q2	$3.75M	Sell	300,000 -100	-0%	-$1.2K	﹤0.01%	2276
2020 Q1	$3.25M	Buy	300,100 +70,100	+30%	+$1.19M	﹤0.01%	2305
2019 Q4	$4.98M	Hold	230,000	–	–	﹤0.01%	2605
2019 Q3	$4.71M	Hold	230,000	–	–	﹤0.01%	2436
2019 Q2	$5.76M	Buy	+230,000	New	+$5.61M	﹤0.01%	2208
2019 Q1	–	Sell	-150,000	Closed	-$4.38M	–	7992
2018 Q4	$4.38M	Hold	150,000	–	–	﹤0.01%	2272
2018 Q3	$4.87M	Sell	150,000 -409,000	-73%	-$12.3M	﹤0.01%	2370
2018 Q2	$15.7M	Hold	559,000	–	–	0.01%	1352
2018 Q1	$13.6M	Buy	559,000 +110,800	+25%	+$2.91M	0.01%	1441
2017 Q4	$11.5M	Buy	+448,200	New	+$10.3M	﹤0.01%	1606
2017 Q2	–	Sell	-105,000	Closed	-$3.06M	–	7861
2017 Q1	$3.06M	Buy	+105,000	New	+$3.24M	﹤0.01%	2530
2016 Q4	–	Sell	-348,800	Closed	-$8.53M	–	7933
2016 Q3	$8.53M	Buy	348,800 +140,000	+67%	+$3.82M	0.01%	1548
2016 Q2	$5.47M	Hold	208,800	–	–	﹤0.01%	1870
2016 Q1	$5.64M	Sell	208,800 -104,300	-33%	-$2.72M	﹤0.01%	1760
2015 Q4	$8.64M	Sell	313,100 -180,000	-37%	-$5.75M	0.01%	1503
2015 Q3	$15.3M	Buy	493,100 +378,500	+330%	+$15.6M	0.01%	1070
2015 Q2	$5.37M	Sell	114,600 -1,700	-1%	-$77.1K	﹤0.01%	2005
2015 Q1	$5.36M	Buy	116,300 +96,700	+493%	+$4.72M	﹤0.01%	2018
2014 Q4	$895K	Buy	+19,600	New	+$869K	﹤0.01%	3663

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.