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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
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

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 $3.37T AUM 44.26% 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 Planning Group's MOS Position: Q2 2026 in Review

Cornerstone Planning Group increased its The Mosaic Company (MOS) stake by 43% in Q2 2026, buying an estimated $208 and bringing the position to 30 shares worth $683. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Cornerstone Planning Group first reported a position in MOS in Q1 2024 and has held it in 10 quarters since. The position peaked at $961 in Q3 2024. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Cornerstone Planning Group held 30 shares of The Mosaic Company worth $683 as of Q2 2026.
  • Cornerstone Planning Group bought 9 The Mosaic Company shares in Q2 2026, an estimated $208.
  • The Mosaic Company made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1603 holding.
  • Cornerstone Planning Group first reported a position in The Mosaic Company in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's The Mosaic Company position peaked at $961 in Q3 2024.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.