LPL Financial
MOS icon

LPL Financial’s The Mosaic Company MOS Stock Holding History

LPL Financial’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
-15,000
Closed -$361K – 6090
2025
Q4 		$361K Buy
+15,000
New +$404K ﹤0.01% 4999

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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

LPL Financial's MOS Position: Q2 2026 in Review

LPL Financial increased its The Mosaic Company (MOS) stake by 21% in Q2 2026, buying an estimated $997K and bringing the position to 245,988 shares worth $5.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

LPL Financial first reported a position in MOS in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.2M in Q1 2022. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • LPL Financial held 245,988 shares of The Mosaic Company worth $5.21M as of Q2 2026.
  • LPL Financial bought 43,112 The Mosaic Company shares in Q2 2026, an estimated $997K.
  • The Mosaic Company made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2757 holding.
  • LPL Financial first reported a position in The Mosaic Company in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's The Mosaic Company position peaked at $12.2M in Q1 2022.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.