Moisand Fitzgerald Tamayo’s United States Lime & Minerals USLM Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio USLM Stock Details USLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8	Closed	-$1.06K	–	577
2025 Q3	$1.06K	Hold	8	–	–	﹤0.01%	537
2025 Q2	$801	Hold	8	–	–	﹤0.01%	547
2025 Q1	$709	Sell	8 -4	-33%	-$416	﹤0.01%	549
2024 Q4	$1.59K	Buy	12 +4	+50%	+$507	﹤0.01%	528
2024 Q3	$782	Buy	8 +3	+60%	+$241	﹤0.01%	576
2024 Q2	$365	Hold	5	–	–	﹤0.01%	566
2024 Q1	$299	Buy	+5	New	+$258	﹤0.01%	549

Other funds holding USLM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Moisand Fitzgerald Tamayo's USLM Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of United States Lime & Minerals (USLM) in Q4 2025, closing a stake of 8 shares — an estimated $1.06K sold.

Moisand Fitzgerald Tamayo first reported a position in USLM in Q1 2024 and held it in 7 quarters. The position peaked at $1.59K in Q4 2024. 222 funds tracked by Wall St. Rank hold USLM as of Q4 2025.

Moisand Fitzgerald Tamayo reported no remaining United States Lime & Minerals position as of Q4 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 8 United States Lime & Minerals shares in Q4 2025, an estimated $1.06K.
Moisand Fitzgerald Tamayo first reported a position in United States Lime & Minerals in Q1 2024 and held it in 7 quarters.
Moisand Fitzgerald Tamayo's United States Lime & Minerals position peaked at $1.59K in Q4 2024.
222 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.