MOS β€” Mosaic Co. Common Stock

Ownership history in COLDSTREAM CAPITAL MANAGEMENT INC  Β·  6 quarters on record

AI Ownership Summary

COLDSTREAM CAPITAL MANAGEMENT INC reported Mosaic Co. Common Stock (MOS) in 6 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows MOS at 0.03% 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 COLDSTREAM CAPITAL MANAGEMENT INC's position in Mosaic Co. Common Stock, 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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

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

Time in book
Holding Window
2025 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.

MOS stock page COLDSTREAM CAPITAL MANAGEMENT INC fund profile COLDSTREAM CAPITAL MANAGEMENT INC full holdings
How COLDSTREAM CAPITAL MANAGEMENT INC held MOS β€” position size vs. price
% of Fund (quarterly)    MOS price (quarter-end, 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 59,565 +3,917 +7.0% 0.03% $2.1M 2025-11-19 $24.07
2025 Q2 ADDED 55,648 +48,796 +712.1% 0.03% $2.0M 2025-08-12 $30.44
2025 Q1 ADDED 6,852 +1,398 +25.6% 0.00% $185K 2025-05-13 $33.21
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MOS

As of 2025 Q4 β€” sorted by position size

GATE CITY CAPITAL MANAGEMENT, LLC 5.65% AEGIS FINANCIAL CORP 3Y 7Y 4.9% TERRIL BROTHERS, INC. 3Y 7Y 4.81% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 3.93% COLRAIN CAPITAL LLC 3Y 7Y 3.48% Randolph Co Inc 3Y 7Y 3.19% Carolina Wealth Advisors, LLC 3Y 2.56% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.1% DONALD SMITH & CO., INC. 3Y 7Y 2.09% MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 2.04%

FAQ About COLDSTREAM CAPITAL MANAGEMENT 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 COLDSTREAM CAPITAL MANAGEMENT INC reported owning MOS?

COLDSTREAM CAPITAL MANAGEMENT INC reported MOS across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported MOS position in COLDSTREAM CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for MOS was 0.03% in 2025 Q2.

What is the latest reported MOS position on this page?

The most recent filing on this page is 2025 Q3, when COLDSTREAM CAPITAL MANAGEMENT INC reported 59,565 shares, equal to 0.03% of portfolio, with an estimated market value of $2.1M.

What does the chart on this MOS ownership page compare?

The chart compares COLDSTREAM CAPITAL MANAGEMENT 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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