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 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

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

Creative Financial Designs's MOS Position: Q1 2026 in Review

Creative Financial Designs held its The Mosaic Company (MOS) position steady in Q1 2026 at 96 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Creative Financial Designs first reported a position in MOS in Q1 2017 and has held it in 15 quarters since. The position peaked at $9.11K in Q4 2023. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Creative Financial Designs held 96 shares of The Mosaic Company worth $2.45K as of Q1 2026.
Creative Financial Designs left its The Mosaic Company share count unchanged in Q1 2026.
The Mosaic Company made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1745 holding.
Creative Financial Designs first reported a position in The Mosaic Company in Q1 2017 and has held it in 15 quarters since.
Creative Financial Designs's The Mosaic Company position peaked at $9.11K in Q4 2023.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.