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Unison Advisors’s The Mosaic Company MOS Stock Holding History

Unison 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 		$726K Buy
28,476
+240
+0.8% +$6.58K 0.06% 137
2025
Q4 		$680K Buy
28,236
+207
+0.7% +$5.58K 0.06% 146
2025
Q3 		$972K Buy
28,029
+161
+0.6% +$5.55K 0.09% 101
2025
Q2 		$1.02M Buy
27,868
+257
+0.9% +$8.23K 0.11% 88
2025
Q1 		$746K Buy
27,611
+211
+0.8% +$5.58K 0.09% 111
2024
Q4 		$673K Hold
27,400
– – 0.08% 129
2024
Q3 		$734K Buy
+27,400
New +$754K 0.09% 122

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Unison Advisors's MOS Position: Q1 2026 in Review

Unison Advisors increased its The Mosaic Company (MOS) stake by 0.85% in Q1 2026, buying an estimated $6.58K and bringing the position to 28,476 shares worth $726K. The position accounts for 0.06% of the portfolio, ranked #137.

Unison Advisors first reported a position in MOS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q2 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Unison Advisors held 28,476 shares of The Mosaic Company worth $726K as of Q1 2026.
  • Unison Advisors bought 240 The Mosaic Company shares in Q1 2026, an estimated $6.58K.
  • The Mosaic Company made up 0.06% of Unison Advisors's portfolio in Q1 2026, its #137 holding.
  • Unison Advisors first reported a position in The Mosaic Company in Q3 2024 and has held it in 7 quarters since.
  • Unison Advisors's The Mosaic Company position peaked at $1.02M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Unison Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.