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WBI Investments’s The Mosaic Company MOS Stock Holding History

WBI Investments’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
-9,476
Closed -$228K – 362
2025
Q4 		$228K Sell
9,476
-8,910
-48% -$240K 0.06% 291
2025
Q3 		$638K Buy
+18,386
New +$633K 0.16% 159
2017
Q1 		– Sell
-91,374
Closed -$2.68M – 337
2016
Q4 		$2.68M Buy
+91,374
New +$2.45M 0.12% 122
2015
Q3 		– Sell
-122,002
Closed -$5.72M – 228
2015
Q2 		$5.72M Buy
+122,002
New +$5.54M 0.14% 118
2015
Q1 		– Sell
-703,476
Closed -$32.1M – 257
2014
Q4 		$32.1M Buy
+703,476
New +$31.2M 0.88% 34

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

WBI Investments's MOS Position: Q1 2026 in Review

WBI Investments sold out of The Mosaic Company (MOS) in Q1 2026, closing a stake of 9,476 shares — an estimated $228K sold.

WBI Investments first reported a position in MOS in Q4 2014 and held it in 5 quarters. The position peaked at $32.1M in Q4 2014. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • WBI Investments reported no remaining The Mosaic Company position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 9,476 The Mosaic Company shares in Q1 2026, an estimated $228K.
  • WBI Investments first reported a position in The Mosaic Company in Q4 2014 and held it in 5 quarters.
  • WBI Investments's The Mosaic Company position peaked at $32.1M in Q4 2014.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.