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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial's MOS Position: Q3 2026 in Review

LPL Financial increased its The Mosaic Company (MOS) stake by 0.01% in Q3 2026, buying an estimated $812 and bringing the position to 246,023 shares worth $5.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

LPL Financial first reported a position in MOS in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.2M in Q1 2022. 461 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • LPL Financial held 246,023 shares of The Mosaic Company worth $5.33M as of Q3 2026.
  • LPL Financial bought 35 The Mosaic Company shares in Q3 2026, an estimated $812.
  • The Mosaic Company made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2773 holding.
  • LPL Financial first reported a position in The Mosaic Company in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's The Mosaic Company position peaked at $12.2M in Q1 2022.
  • 461 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.