Creative Financial Designs’s The Mosaic Company MOS Stock Holding History

Creative Financial Designs’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	$2.03K	Hold	96	–	–	﹤0.01%	1899
2026 Q1	$2.45K	Hold	96	–	–	﹤0.01%	1745
2025 Q4	$2.31K	Hold	96	–	–	﹤0.01%	1661
2025 Q3	$3.33K	Hold	96	–	–	﹤0.01%	1617
2025 Q2	$3.5K	Hold	96	–	–	﹤0.01%	1589
2025 Q1	$2.59K	Hold	96	–	–	﹤0.01%	1627
2024 Q4	$2.36K	Hold	96	–	–	﹤0.01%	1561
2024 Q3	$2.57K	Hold	96	–	–	﹤0.01%	1503
2024 Q2	$2.77K	Sell	96 -31	-24%	-$934	﹤0.01%	1437
2024 Q1	$4.12K	Sell	127 -128	-50%	-$4.08K	﹤0.01%	1355
2023 Q4	$9.11K	Hold	255	–	–	﹤0.01%	1114
2023 Q3	$9.08K	Hold	255	–	–	﹤0.01%	1053
2023 Q2	$8.93K	Buy	255 +128	+101%	+$4.95K	﹤0.01%	1049
2023 Q1	$5.83K	Buy	+127	New	+$6.15K	﹤0.01%	1077
2017 Q3	–	Sell	-1	Closed	–	–	795
2017 Q2	$0	Hold	1	–	–	﹤0.01%	807
2017 Q1	$0	Buy	+1	New	+$31	﹤0.01%	813

Other funds holding MOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Creative Financial Designs's MOS Position: Q2 2026 in Review

Creative Financial Designs held its The Mosaic Company (MOS) position steady in Q2 2026 at 96 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Creative Financial Designs first reported a position in MOS in Q1 2017 and has held it in 16 quarters since. The position peaked at $9.11K in Q4 2023. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Creative Financial Designs held 96 shares of The Mosaic Company worth $2.03K as of Q2 2026.
Creative Financial Designs left its The Mosaic Company share count unchanged in Q2 2026.
The Mosaic Company made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1899 holding.
Creative Financial Designs first reported a position in The Mosaic Company in Q1 2017 and has held it in 16 quarters since.
Creative Financial Designs's The Mosaic Company position peaked at $9.11K in Q4 2023.
667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.