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

AlphaStar 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
Q1 		$1.04M Sell
10,764
-632
-6% -$65.5K 0.08% 102
2025
Q4 		$1.18M Buy
11,396
+740
+7% +$75.6K 0.09% 104
2025
Q3 		$1.06M Sell
10,656
-1,015
-9% -$99K 0.09% 92
2025
Q2 		$1.09M Buy
11,671
+416
+4% +$36.5K 0.08% 158
2025
Q1 		$990K Buy
11,255
+595
+6% +$54.8K 0.1% 83
2024
Q4 		$988K Buy
10,660
+589
+6% +$56.7K 0.1% 87
2024
Q3 		$976K Buy
+10,071
New +$921K 0.08% 164

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AlphaStar Capital Management's MOAT Position: Q1 2026 in Review

AlphaStar Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.5% in Q1 2026, selling an estimated $65.5K and leaving 10,764 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #102.

AlphaStar Capital Management first reported a position in MOAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • AlphaStar Capital Management held 10,764 shares of VanEck Morningstar Wide Moat ETF worth $1.04M as of Q1 2026.
  • AlphaStar Capital Management sold 632 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $65.5K.
  • VanEck Morningstar Wide Moat ETF made up 0.08% of AlphaStar Capital Management's portfolio in Q1 2026, its #102 holding.
  • AlphaStar Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 7 quarters since.
  • AlphaStar Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $1.18M in Q4 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.