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
-228,600
Closed -$5.51M – 6091
2025
Q4 		$5.51M Buy
+228,600
New +$6.16M ﹤0.01% 2450

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

LPL Financial's MOS Position: Q1 2026 in Review

LPL Financial reduced its The Mosaic Company (MOS) stake by 57% in Q1 2026, selling an estimated $7.4M and leaving 202,876 shares worth $5.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

LPL Financial first reported a position in MOS in Q2 2013 and has held it in 51 quarters since. The position peaked at $12.2M in Q1 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • LPL Financial held 202,876 shares of The Mosaic Company worth $5.17M as of Q1 2026.
  • LPL Financial sold 269,755 The Mosaic Company shares in Q1 2026, an estimated $7.4M.
  • The Mosaic Company made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2590 holding.
  • LPL Financial first reported a position in The Mosaic Company in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's The Mosaic Company position peaked at $12.2M in Q1 2022.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.