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Cornerstone Financial Management’s The Mosaic Company MOS Stock Holding History

Cornerstone Financial Management’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
Q2 		$487 Sell
23
-18
-44% -$416 ﹤0.01% 1403
2026
Q1 		$1.05K Hold
41
– – ﹤0.01% 954
2025
Q4 		$988 Buy
+41
New +$1.1K ﹤0.01% 938

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Cornerstone Financial Management's MOS Position: Q2 2026 in Review

Cornerstone Financial Management reduced its The Mosaic Company (MOS) stake by 44% in Q2 2026, selling an estimated $416 and leaving 23 shares worth $487. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Cornerstone Financial Management first reported a position in MOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.05K in Q1 2026. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Cornerstone Financial Management held 23 shares of The Mosaic Company worth $487 as of Q2 2026.
  • Cornerstone Financial Management sold 18 The Mosaic Company shares in Q2 2026, an estimated $416.
  • The Mosaic Company made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1403 holding.
  • Cornerstone Financial Management first reported a position in The Mosaic Company in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's The Mosaic Company position peaked at $1.05K in Q1 2026.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.