USA Financial Formulas’s The Mosaic Company MOS Stock Holding History

USA Financial Formulas’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	-17,470	Closed	-$606K	–	448
2025 Q3	$606K	Sell	17,470 -787	-4%	-$27.1K	0.11%	77
2025 Q2	$666K	Buy	+18,257	New	+$585K	0.11%	82
2023 Q4	–	Sell	-13	Closed	-$463	–	466
2023 Q3	$463	Hold	13	–	–	﹤0.01%	454
2023 Q2	$455	Hold	13	–	–	﹤0.01%	438
2023 Q1	$596	Buy	+13	New	+$630	﹤0.01%	343
2022 Q3	$1K	Sell	13 -16,174	-100%	-$836K	﹤0.01%	257
2022 Q2	$765K	Sell	16,187 -696	-4%	-$42.6K	0.96%	49
2022 Q1	$1.12M	Buy	16,883 +16,870	+129,769%	+$844K	1.2%	18
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	336
2021 Q3	$0	Sell	13 -34,166	-100%	-$1.09M	﹤0.01%	447
2021 Q2	$1.09M	Sell	34,179 -7,653	-18%	-$260K	0.91%	43
2021 Q1	$1.32M	Buy	+41,832	New	+$1.23M	1.07%	19
2019 Q1	–	Sell	-86,034	Closed	-$2.79M	–	257
2018 Q4	$2.79M	Buy	+86,034	New	+$2.83M	0.7%	50
2018 Q1	–	Sell	-21,758	Closed	-$558K	–	369
2017 Q4	$558K	Buy	+21,758	New	+$500K	0.13%	122

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USA Financial Formulas's MOS Position: Q4 2025 in Review

USA Financial Formulas sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 17,470 shares — an estimated $606K sold.

USA Financial Formulas first reported a position in MOS in Q4 2017 and held it in 14 quarters. The position peaked at $2.79M in Q4 2018. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

USA Financial Formulas reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
USA Financial Formulas sold 17,470 The Mosaic Company shares in Q4 2025, an estimated $606K.
USA Financial Formulas first reported a position in The Mosaic Company in Q4 2017 and held it in 14 quarters.
USA Financial Formulas's The Mosaic Company position peaked at $2.79M in Q4 2018.
658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on USA Financial Formulas's 13F filing for Q4 2025, filed 14 Jan 2026.