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Valley National Advisers’s The Mosaic Company MOS Stock Holding History

Valley National Advisers’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 		– Sell
-42
Closed -$1K – 918
2025
Q4 		$1K Buy
+42
New +$1.13K ﹤0.01% 868
2024
Q3 		– Sell
-88
Closed -$2K – 996
2024
Q2 		$2K Buy
88
+45
+105% +$1.36K ﹤0.01% 930
2024
Q1 		$1K Sell
43
-22
-34% -$701 ﹤0.01% 1117
2023
Q4 		$2K Buy
65
+50
+333% +$1.77K ﹤0.01% 960
2023
Q3 		$1K Buy
+15
New +$576 ﹤0.01% 968

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

Valley National Advisers's MOS Position: Q1 2026 in Review

Valley National Advisers sold out of The Mosaic Company (MOS) in Q1 2026, closing a stake of 42 shares — an estimated $1K sold.

Valley National Advisers first reported a position in MOS in Q3 2023 and held it in 5 quarters. The position peaked at $2K in Q2 2024. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Valley National Advisers reported no remaining The Mosaic Company position as of Q1 2026 after selling out during the quarter.
  • Valley National Advisers sold 42 The Mosaic Company shares in Q1 2026, an estimated $1K.
  • Valley National Advisers first reported a position in The Mosaic Company in Q3 2023 and held it in 5 quarters.
  • Valley National Advisers's The Mosaic Company position peaked at $2K in Q2 2024.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.