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 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

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

Cornerstone Planning Group's MOS Position: Q1 2026 in Review

Cornerstone Planning Group increased its The Mosaic Company (MOS) stake by 163% in Q1 2026, buying an estimated $357 and bringing the position to 21 shares worth $489. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Cornerstone Planning Group first reported a position in MOS in Q1 2024 and has held it in 9 quarters since. The position peaked at $961 in Q3 2024. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Cornerstone Planning Group held 21 shares of The Mosaic Company worth $489 as of Q1 2026.
Cornerstone Planning Group bought 13 The Mosaic Company shares in Q1 2026, an estimated $357.
The Mosaic Company made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1655 holding.
Cornerstone Planning Group first reported a position in The Mosaic Company in Q1 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's The Mosaic Company position peaked at $961 in Q3 2024.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.