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 Q2	$212	Buy	+10	New	+$231	﹤0.01%	1011
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Valley National Advisers's MOS Position: Q2 2026 in Review

Valley National Advisers opened a new position in The Mosaic Company (MOS) in Q2 2026: 10 shares worth $212. The stake represents ﹤0.01% of the portfolio and ranks #1011 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in MOS as recently as Q4 2025.

Valley National Advisers first reported a position in MOS in Q3 2023 and has held it in 6 quarters since. The position peaked at $2K in Q2 2024. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Valley National Advisers held 10 shares of The Mosaic Company worth $212 as of Q2 2026.
The Mosaic Company was a new Valley National Advisers position in Q2 2026.
The Mosaic Company made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #1011 holding.
Valley National Advisers first reported a position in The Mosaic Company in Q3 2023 and has held it in 6 quarters since.
Valley National Advisers's The Mosaic Company position peaked at $2K in Q2 2024.
667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.