VFO
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Virtus Family Office’s The Mosaic Company MOS Stock Holding History

Virtus Family Office’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
Q2 		– Sell
-81,285
Closed -$2.2M – 49
2025
Q1 		$2.2M Sell
81,285
-692
-0.8% -$18.3K 2.82% 12
2024
Q4 		$2.01M Buy
81,977
+23,496
+40% +$614K 2.53% 17
2024
Q3 		$1.57M Buy
58,481
+118
+0.2% +$3.25K 2.07% 23
2024
Q2 		$1.69M Buy
58,363
+13,208
+29% +$398K 2.3% 23
2024
Q1 		$1.47M Buy
45,155
+1,657
+4% +$52.8K 2.34% 21
2023
Q4 		$1.55M Buy
43,498
+2,010
+5% +$71K 2.6% 22
2023
Q3 		$1.48M Buy
41,488
+4,209
+11% +$161K 2.68% 19
2023
Q2 		$1.3M Buy
+37,279
New +$1.44M 2.42% 18

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtus Family Office's MOS Position: Q2 2025 in Review

Virtus Family Office sold out of The Mosaic Company (MOS) in Q2 2025, closing a stake of 81,285 shares — an estimated $2.2M sold.

Virtus Family Office first reported a position in MOS in Q2 2023 and held it in 8 quarters. The position peaked at $2.2M in Q1 2025. 707 funds tracked by Wall St. Rank hold MOS as of Q2 2025.

  • Virtus Family Office reported no remaining The Mosaic Company position as of Q2 2025 after selling out during the quarter.
  • Virtus Family Office sold 81,285 The Mosaic Company shares in Q2 2025, an estimated $2.2M.
  • Virtus Family Office first reported a position in The Mosaic Company in Q2 2023 and held it in 8 quarters.
  • Virtus Family Office's The Mosaic Company position peaked at $2.2M in Q1 2025.
  • 707 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2025.

Based on Virtus Family Office's 13F filing for Q2 2025, filed 4 Aug 2025.