Van Hulzen Asset Management’s The Mosaic Company MOS Stock Holding History

Van Hulzen Asset Management’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 Q1	–	Sell	-315	Closed	-$7.74K	–	793
2024 Q4	$7.74K	Buy	+315	New	+$8.24K	﹤0.01%	807
2023 Q2	–	Sell	-8,270	Closed	-$379K	–	321
2023 Q1	$379K	Buy	+8,270	New	+$400K	0.04%	202

Other funds holding MOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Van Hulzen Asset Management's MOS Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of The Mosaic Company (MOS) in Q1 2025, closing a stake of 315 shares — an estimated $7.74K sold.

Van Hulzen Asset Management first reported a position in MOS in Q1 2023 and held it in 2 quarters. The position peaked at $379K in Q1 2023. 628 funds tracked by Wall St. Rank hold MOS as of Q1 2025.

Van Hulzen Asset Management reported no remaining The Mosaic Company position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 315 The Mosaic Company shares in Q1 2025, an estimated $7.74K.
Van Hulzen Asset Management first reported a position in The Mosaic Company in Q1 2023 and held it in 2 quarters.
Van Hulzen Asset Management's The Mosaic Company position peaked at $379K in Q1 2023.
628 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.