WhitTier Trust Company’s The Mosaic Company MOS Stock Holding History

WhitTier Trust Company’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	$2.68K	Buy	101 +65	+181%	+$1.78K	﹤0.01%	1233
2025 Q4	$906	Hold	36	–	–	﹤0.01%	1221
2025 Q3	$1.24K	Hold	36	–	–	﹤0.01%	1200
2025 Q2	$1.31K	Hold	36	–	–	﹤0.01%	1344
2025 Q1	$972	Hold	36	–	–	﹤0.01%	1340
2024 Q4	$884	Hold	36	–	–	﹤0.01%	1285
2024 Q3	$963	Sell	36 -36	-50%	-$991	﹤0.01%	1274
2024 Q2	$2.08K	Hold	72	–	–	﹤0.01%	1166
2024 Q1	$2.34K	Hold	72	–	–	﹤0.01%	1120
2023 Q4	$2.57K	Hold	72	–	–	﹤0.01%	1110
2023 Q3	$2.56K	Sell	72 -663	-90%	-$25.4K	﹤0.01%	1058
2023 Q2	$25.7K	Sell	735 -20	-3%	-$773	﹤0.01%	806
2023 Q1	$34.6K	Hold	755	–	–	﹤0.01%	739
2022 Q4	$33.1K	Hold	755	–	–	﹤0.01%	743
2022 Q3	$36K	Buy	755 +61	+9%	+$3.15K	﹤0.01%	714
2022 Q2	$33K	Buy	694 +31	+5%	+$1.9K	﹤0.01%	737
2022 Q1	$44K	Hold	663	–	–	﹤0.01%	690
2021 Q4	$26K	Buy	663 +525	+380%	+$20.1K	﹤0.01%	768
2021 Q3	$5K	Hold	138	–	–	﹤0.01%	1005
2021 Q2	$4K	Hold	138	–	–	﹤0.01%	938
2021 Q1	$4K	Hold	138	–	–	﹤0.01%	929
2020 Q4	$3K	Hold	138	–	–	﹤0.01%	922
2020 Q3	$3K	Sell	138 -36	-21%	-$586	﹤0.01%	917
2020 Q2	$2K	Sell	174 -252	-59%	-$3.02K	﹤0.01%	903
2020 Q1	$5K	Sell	426 -700	-62%	-$11.9K	﹤0.01%	866
2019 Q4	$24K	Sell	1,126 -1,920	-63%	-$38.1K	﹤0.01%	720
2019 Q3	$62K	Buy	3,046 +2,589	+567%	+$56.4K	﹤0.01%	553
2019 Q2	$11K	Hold	457	–	–	﹤0.01%	807
2019 Q1	$12K	Buy	457 +1	+0.2%	+$30	﹤0.01%	803
2018 Q4	$13K	Hold	456	–	–	﹤0.01%	797
2018 Q3	$15K	Hold	456	–	–	﹤0.01%	780
2018 Q2	$13K	Hold	456	–	–	﹤0.01%	793
2018 Q1	$11K	Buy	456 +26	+6%	+$684	﹤0.01%	829
2017 Q4	$11K	Hold	430	–	–	﹤0.01%	787
2017 Q3	$9K	Hold	430	–	–	﹤0.01%	799
2017 Q2	$10K	Buy	430 +107	+33%	+$2.63K	﹤0.01%	764
2017 Q1	$9K	Buy	323 +34	+12%	+$1.05K	﹤0.01%	779
2016 Q4	$8K	Buy	289 +61	+27%	+$1.64K	﹤0.01%	799
2016 Q3	$6K	Sell	228 -640	-74%	-$17.4K	﹤0.01%	810
2016 Q2	$23K	Hold	868	–	–	﹤0.01%	659
2016 Q1	$23K	Hold	868	–	–	﹤0.01%	661
2015 Q4	$24K	Sell	868 -3,600	-81%	-$115K	﹤0.01%	646
2015 Q3	$139K	Hold	4,468	–	–	0.02%	377
2015 Q2	$210K	Buy	4,468 +78	+2%	+$3.54K	0.02%	351
2015 Q1	$202K	Hold	4,390	–	–	0.02%	355
2014 Q4	$201K	Hold	4,390	–	–	0.02%	356
2014 Q3	$195K	Hold	4,390	–	–	0.02%	348
2014 Q2	$217K	Hold	4,390	–	–	0.02%	334
2014 Q1	$220K	Hold	4,390	–	–	0.03%	329
2013 Q4	$208K	Hold	4,390	–	–	0.03%	336
2013 Q3	$189K	Buy	4,390 +20	+0.5%	+$931	0.03%	328
2013 Q2	$235K	Buy	+4,370	New	+$260K	0.03%	288

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WhitTier Trust Company's MOS Position: Q1 2026 in Review

WhitTier Trust Company increased its The Mosaic Company (MOS) stake by 181% in Q1 2026, buying an estimated $1.78K and bringing the position to 101 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

WhitTier Trust Company first reported a position in MOS in Q2 2013 and has held it in 52 quarters since. The position peaked at $235K in Q2 2013. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

WhitTier Trust Company held 101 shares of The Mosaic Company worth $2.68K as of Q1 2026.
WhitTier Trust Company bought 65 The Mosaic Company shares in Q1 2026, an estimated $1.78K.
The Mosaic Company made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #1233 holding.
WhitTier Trust Company first reported a position in The Mosaic Company in Q2 2013 and has held it in 52 quarters since.
WhitTier Trust Company's The Mosaic Company position peaked at $235K in Q2 2013.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.