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Lipe & Dalton’s The Mosaic Company MOS Stock Holding History

Lipe & Dalton’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 		– Sell
-115,145
Closed -$2.77M – 95
2025
Q4 		$2.77M Sell
115,145
-3,965
-3% -$107K 1.37% 24
2025
Q3 		$4.13M Hold
119,110
– – 2.05% 16
2025
Q2 		$4.34M Sell
119,110
-435
-0.4% -$13.9K 2.35% 12
2025
Q1 		$3.23M Sell
119,545
-2,035
-2% -$53.8K 1.81% 20
2024
Q4 		$2.99M Sell
121,580
-1,735
-1% -$45.4K 1.58% 21
2024
Q3 		$3.3M Sell
123,315
-270
-0.2% -$7.43K 1.67% 19
2024
Q2 		$3.57M Buy
+123,585
New +$3.72M 1.92% 17

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lipe & Dalton's MOS Position: Q1 2026 in Review

Lipe & Dalton sold out of The Mosaic Company (MOS) in Q1 2026, closing a stake of 115,145 shares — an estimated $2.77M sold.

Lipe & Dalton first reported a position in MOS in Q2 2024 and held it in 7 quarters. The position peaked at $4.34M in Q2 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Lipe & Dalton reported no remaining The Mosaic Company position as of Q1 2026 after selling out during the quarter.
  • Lipe & Dalton sold 115,145 The Mosaic Company shares in Q1 2026, an estimated $2.77M.
  • Lipe & Dalton first reported a position in The Mosaic Company in Q2 2024 and held it in 7 quarters.
  • Lipe & Dalton's The Mosaic Company position peaked at $4.34M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Lipe & Dalton's 13F filing for Q1 2026, filed 30 Apr 2026.