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United Capital Financial Advisors’s The Mosaic Company MOS Stock Holding History

United Capital 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 		$314K Buy
12,304
+2,917
+31% +$80K ﹤0.01% 1328
2025
Q4 		$226K Sell
9,387
-7,615
-45% -$205K ﹤0.01% 1280
2025
Q3 		$590K Buy
17,002
+195
+1% +$6.72K ﹤0.01% 811
2025
Q2 		$613K Buy
16,807
+6,443
+62% +$206K ﹤0.01% 729
2025
Q1 		$280K Buy
10,364
+1,417
+16% +$37.5K ﹤0.01% 913
2024
Q4 		$220K Buy
8,947
+592
+7% +$15.5K ﹤0.01% 989
2024
Q3 		$224K Buy
+8,355
New +$230K ﹤0.01% 972
2024
Q2 		– Sell
-8,409
Closed -$273K – 1079
2024
Q1 		$273K Sell
8,409
-1,566
-16% -$49.9K ﹤0.01% 911
2023
Q4 		$356K Buy
+9,975
New +$352K ﹤0.01% 813
2019
Q1 		– Sell
-8,939
Closed -$261K – 1384
2018
Q4 		$261K Sell
8,939
-7,845
-47% -$258K ﹤0.01% 1113
2018
Q3 		$545K Sell
16,784
-5,009
-23% -$151K ﹤0.01% 950
2018
Q2 		$611K Sell
21,793
-841
-4% -$22.8K ﹤0.01% 896
2018
Q1 		$550K Sell
22,634
-212,536
-90% -$5.59M ﹤0.01% 934
2017
Q4 		$6.01M Sell
235,170
-14,676
-6% -$337K 0.05% 378
2017
Q3 		$5.39M Buy
249,846
+2,710
+1% +$58.7K 0.05% 379
2017
Q2 		$5.64M Buy
247,136
+11,545
+5% +$283K 0.05% 362
2017
Q1 		$6.88M Sell
235,591
-22,878
-9% -$706K 0.06% 323
2016
Q4 		$7.58M Buy
258,469
+7,590
+3% +$204K 0.07% 314
2016
Q3 		$6.14M Buy
250,879
+30,904
+14% +$843K 0.06% 349
2016
Q2 		$5.72M Buy
+219,975
New +$5.84M 0.06% 341
2015
Q2 		– Sell
-5,304
Closed -$233K – 1291
2015
Q1 		$233K Sell
5,304
-297
-5% -$14.5K ﹤0.01% 1137
2014
Q4 		$256K Sell
5,601
-4,258
-43% -$189K ﹤0.01% 1020
2014
Q3 		$438K Sell
9,859
-16,372
-62% -$770K 0.01% 822
2014
Q2 		$1.3M Sell
26,231
-77,840
-75% -$3.84M 0.02% 505
2014
Q1 		$5.2M Sell
104,071
-144,411
-58% -$6.88M 0.11% 205
2013
Q4 		$11.7M Buy
248,482
+72,002
+41% +$3.34M 0.4% 66
2013
Q3 		$7.59M Buy
+176,480
New +$8.22M 0.24% 95

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

United Capital Financial Advisors's MOS Position: Q1 2026 in Review

United Capital Financial Advisors increased its The Mosaic Company (MOS) stake by 31% in Q1 2026, buying an estimated $80K and bringing the position to 12,304 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

United Capital Financial Advisors first reported a position in MOS in Q3 2013 and has held it in 27 quarters since. The position peaked at $11.7M in Q4 2013. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • United Capital Financial Advisors held 12,304 shares of The Mosaic Company worth $314K as of Q1 2026.
  • United Capital Financial Advisors bought 2,917 The Mosaic Company shares in Q1 2026, an estimated $80K.
  • The Mosaic Company made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1328 holding.
  • United Capital Financial Advisors first reported a position in The Mosaic Company in Q3 2013 and has held it in 27 quarters since.
  • United Capital Financial Advisors's The Mosaic Company position peaked at $11.7M in Q4 2013.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

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