Creative Planning’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.25M | Buy |
205,731
+109,871
| +115% | +$3.01M | ﹤0.01% | 1153 |
|
|
2025
Q4 | $2.31M | Buy |
95,860
+3,576
| +4% | +$96.3K | ﹤0.01% | 1615 |
|
|
2025
Q3 | $3.2M | Buy |
92,284
+55,433
| +150% | +$1.91M | ﹤0.01% | 1174 |
|
|
2025
Q2 | $1.34M | Buy |
36,851
+10,463
| +40% | +$335K | ﹤0.01% | 1624 |
|
|
2025
Q1 | $713K | Sell |
26,388
-12,841
| -33% | -$340K | ﹤0.01% | 1991 |
|
|
2024
Q4 | $964K | Buy |
39,229
+8,464
| +28% | +$221K | ﹤0.01% | 1668 |
|
|
2024
Q3 | $824K | Buy |
30,765
+6,278
| +26% | +$173K | ﹤0.01% | 1675 |
|
|
2024
Q2 | $708K | Buy |
24,487
+7,772
| +46% | +$234K | ﹤0.01% | 1663 |
|
|
2024
Q1 | $543K | Sell |
16,715
-2,808
| -14% | -$89.4K | ﹤0.01% | 1802 |
|
|
2023
Q4 | $698K | Sell |
19,523
-4,360
| -18% | -$154K | ﹤0.01% | 1472 |
|
|
2023
Q3 | $850K | Sell |
23,883
-1,337
| -5% | -$51.3K | ﹤0.01% | 1250 |
|
|
2023
Q2 | $883K | Buy |
25,220
+789
| +3% | +$30.5K | ﹤0.01% | 1197 |
|
|
2023
Q1 | $1.12M | Buy |
24,431
+12,744
| +109% | +$617K | ﹤0.01% | 1020 |
|
|
2022
Q4 | $513K | Buy |
11,687
+389
| +3% | +$19.3K | ﹤0.01% | 1410 |
|
|
2022
Q3 | $546K | Buy |
11,298
+1,674
| +17% | +$86.5K | ﹤0.01% | 1280 |
|
|
2022
Q2 | $455K | Buy |
9,624
+3,036
| +46% | +$186K | ﹤0.01% | 1373 |
|
|
2022
Q1 | $438K | Buy |
6,588
+46
| +0.7% | +$2.3K | ﹤0.01% | 1393 |
|
|
2021
Q4 | $257K | Buy |
+6,542
| New | +$250K | ﹤0.01% | 1715 |
|
|
2021
Q2 | – | Sell |
-8,028
| Closed | -$254K | – | 2386 |
|
|
2021
Q1 | $254K | Buy |
+8,028
| New | +$237K | ﹤0.01% | 1904 |
|
|
2020
Q4 | – | Sell |
-12,539
| Closed | -$229K | – | 2419 |
|
|
2020
Q3 | $229K | Buy |
12,539
+1,695
| +16% | +$27.6K | ﹤0.01% | 1598 |
|
|
2020
Q2 | $136K | Buy |
+10,844
| New | +$130K | ﹤0.01% | 1610 |
|
|
2019
Q3 | – | Sell |
-8,848
| Closed | -$221K | – | 2065 |
|
|
2019
Q2 | $221K | Sell |
8,848
-156
| -2% | -$3.81K | ﹤0.01% | 1551 |
|
|
2019
Q1 | $246K | Sell |
9,004
-58
| -0.6% | -$1.77K | ﹤0.01% | 1453 |
|
|
2018
Q4 | $265K | Sell |
9,062
-306
| -3% | -$10.1K | ﹤0.01% | 1315 |
|
|
2018
Q3 | $304K | Sell |
9,368
-61
| -0.6% | -$1.84K | ﹤0.01% | 1389 |
|
|
2018
Q2 | $264K | Sell |
9,429
-138
| -1% | -$3.75K | ﹤0.01% | 1442 |
|
|
2018
Q1 | $232K | Sell |
9,567
-1,129
| -11% | -$29.7K | ﹤0.01% | 1505 |
|
|
2017
Q4 | $274K | Buy |
+10,696
| New | +$246K | ﹤0.01% | 1414 |
|
|
2017
Q3 | – | Sell |
-15,106
| Closed | -$345K | – | 3001 |
|
|
2017
Q2 | $345K | Buy |
15,106
+5,034
| +50% | +$124K | ﹤0.01% | 1206 |
|
|
2017
Q1 | $294K | Buy |
10,072
+3,968
| +65% | +$123K | ﹤0.01% | 1277 |
|
|
2016
Q4 | $179K | Sell |
6,104
-3,732
| -38% | -$100K | ﹤0.01% | 1465 |
|
|
2016
Q3 | $241K | Buy |
9,836
+2,420
| +33% | +$66K | ﹤0.01% | 1304 |
|
|
2016
Q2 | $194K | Buy |
7,416
+2,323
| +46% | +$61.6K | ﹤0.01% | 1266 |
|
|
2016
Q1 | $138K | Sell |
5,093
-465
| -8% | -$12.1K | ﹤0.01% | 1434 |
|
|
2015
Q4 | $153K | Buy |
5,558
+1,214
| +28% | +$38.8K | ﹤0.01% | 1379 |
|
|
2015
Q3 | $135K | Buy |
+4,344
| New | +$179K | ﹤0.01% | 1404 |
|
|
2015
Q2 | – | Sell |
-4,896
| Closed | -$226K | – | 2267 |
|
|
2015
Q1 | $226K | Buy |
4,896
+747
| +18% | +$36.5K | ﹤0.01% | 1125 |
|
|
2014
Q4 | $189K | Sell |
4,149
-9
| -0.2% | -$399 | ﹤0.01% | 1172 |
|
|
2014
Q3 | $185K | Buy |
4,158
+813
| +24% | +$38.2K | ﹤0.01% | 1101 |
|
|
2014
Q2 | $165K | Sell |
3,345
-383
| -10% | -$18.9K | ﹤0.01% | 1139 |
|
|
2014
Q1 | $186K | Sell |
3,728
-1,724
| -32% | -$82.1K | ﹤0.01% | 1031 |
|
|
2013
Q4 | $258K | Buy |
5,452
+7
| +0.1% | +$325 | ﹤0.01% | 746 |
|
|
2013
Q3 | $234K | Buy |
5,445
+150
| +3% | +$6.98K | ﹤0.01% | 702 |
|
|
2013
Q2 | $285K | Buy |
+5,295
| New | +$315K | 0.01% | 564 |
|
Other funds holding MOS
VCM
VPM
Creative Planning's MOS Position: Q1 2026 in Review
Creative Planning increased its The Mosaic Company (MOS) stake by 115% in Q1 2026, buying an estimated $3.01M and bringing the position to 205,731 shares worth $5.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1153.
Creative Planning first reported a position in MOS in Q2 2013 and has held it in 44 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.
- Creative Planning held 205,731 shares of The Mosaic Company worth $5.25M as of Q1 2026.
- Creative Planning bought 109,871 The Mosaic Company shares in Q1 2026, an estimated $3.01M.
- The Mosaic Company made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1153 holding.
- Creative Planning first reported a position in The Mosaic Company in Q2 2013 and has held it in 44 quarters since.
- 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.