Advisors Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Advisors Capital Management’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281K	Sell	2,707 -1,092	-29%	-$110K	﹤0.01%	538
2026 Q1	$367K	Sell	3,799 -265	-7%	-$27.5K	﹤0.01%	452
2025 Q4	$421K	Hold	4,064	–	–	﹤0.01%	433
2025 Q3	$403K	Buy	4,064 +82	+2%	+$8K	0.01%	431
2025 Q2	$373K	Sell	3,982 -790	-17%	-$69.3K	0.01%	414
2025 Q1	$420K	Hold	4,772	–	–	0.01%	392
2024 Q4	$442K	Buy	4,772 +776	+19%	+$74.8K	0.01%	388
2024 Q3	$387K	Buy	3,996 +14	+0.4%	+$1.28K	0.01%	393
2024 Q2	$345K	Hold	3,982	–	–	0.01%	402
2024 Q1	$358K	Buy	3,982 +1,357	+52%	+$116K	0.01%	396
2023 Q4	$223K	Buy	+2,625	New	+$204K	﹤0.01%	435

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisors Capital Management's MOAT Position: Q2 2026 in Review

Advisors Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 29% in Q2 2026, selling an estimated $110K and leaving 2,707 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Advisors Capital Management first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $442K in Q4 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Advisors Capital Management held 2,707 shares of VanEck Morningstar Wide Moat ETF worth $281K as of Q2 2026.
Advisors Capital Management sold 1,092 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $110K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #538 holding.
Advisors Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Advisors Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $442K in Q4 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.