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Creative Planning MOS Position History
The Mosaic Company • Basic Materials
Quarters held
8
Latest value
$11.1M
Q3 2026
Peak value
$11.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4K |
| Q3 2025 | $3.2M |
| Q4 2025 | $2.3M |
| Q1 2026 | $5.2M |
| Q2 2026 | $48K |
| Q2 2026 | $8.7M |
| Q3 2026 | $26K |
| Q3 2026 | $11.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.1M | 510.9K | — | — |
| Q3 2026 | $26K | 1.2K | — | — |
| Q2 2026 | $8.7M | 412.9K | — | — |
| Q2 2026 | $48K | 2.3K | — | — |
| Q1 2026 | $5.2M | 205.7K | — | — |
| Q4 2025 | $2.3M | 95.9K | — | — |
| Q3 2025 | $3.2M | 92.2K | — | — |
| Q3 2025 | $4K | 125 | — | — |
Other funds holding MOS
$1.4B
$1.2B
$874.2M
$535.3M
$490.4M
$476.3M
$448.6M