Cornerstone Planning Group
MOS icon

Cornerstone Planning Group’s The Mosaic Company MOS Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-30
Closed -$683 – 1101
2026
Q2 		$683 Buy
30
+9
+43% +$208 ﹤0.01% 1603
2026
Q1 		$489 Buy
21
+13
+163% +$357 ﹤0.01% 1655
2025
Q4 		$225 Sell
8
-6
-43% -$162 ﹤0.01% 1628
2025
Q3 		$388 Buy
14
+2
+17% +$69 ﹤0.01% 1537
2025
Q2 		$428 Buy
12
+4
+50% +$128 ﹤0.01% 1342
2025
Q1 		$224 Sell
8
-4
-33% -$106 ﹤0.01% 1456
2024
Q4 		$336 Sell
12
-24
-67% -$628 ﹤0.01% 1261
2024
Q3 		$961 Hold
36
– – ﹤0.01% 940
2024
Q2 		$955 Buy
36
+15
+71% +$452 ﹤0.01% 952
2024
Q1 		$603 Buy
+21
New +$669 ﹤0.01% 883

Other funds holding MOS

Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sage Capital Advisors
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cornerstone Planning Group's MOS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of The Mosaic Company (MOS) in Q3 2026, closing a stake of 30 shares — an estimated $683 sold.

Cornerstone Planning Group first reported a position in MOS in Q1 2024 and held it in 10 quarters. The position peaked at $961 in Q3 2024. 127 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining The Mosaic Company position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 30 The Mosaic Company shares in Q3 2026, an estimated $683.
  • Cornerstone Planning Group first reported a position in The Mosaic Company in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's The Mosaic Company position peaked at $961 in Q3 2024.
  • 127 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.