MOS β€” MOSAIC CO NEW

Ownership history in Atria Investments, Inc  Β·  12 quarters on record

AI Ownership Summary

Atria Investments, Inc reported MOSAIC CO NEW (MOS) in 12 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows MOS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in MOSAIC CO NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MOS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atria Investments, Inc held MOS β€” position size vs. price
% of Fund (quarterly)    MOS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 33,410 +25,294 +311.7% 0.01% $1.2M 2025-11-06 $24.49
2024 Q2 REDUCED 8,116 -28,767 -78.0% 0.00% $235K 2024-08-13 $26.59
2024 Q1 ADDED 36,883 +4,965 +15.6% 0.02% $1.2M 2024-05-21 $29.00
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Atria Investments, Inc and MOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning MOS?

Atria Investments, Inc reported MOS across 3 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported MOS position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for MOS was 0.02% in 2024 Q1.

What is the latest reported MOS position on this page?

The most recent filing on this page is 2025 Q3, when Atria Investments, Inc reported 33,410 shares, equal to 0.01% of portfolio, with an estimated market value of $1.2M.

What does the chart on this MOS ownership page compare?

The chart compares Atria Investments, Inc's quarterly MOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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