Atlas Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Atlas Wealth’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	$4M	Buy	41,404 +2,811	+7%	+$291K	1.2%	29
2025 Q4	$4M	Buy	38,593 +7,462	+24%	+$762K	1.21%	25
2025 Q3	$3.09M	Sell	31,131 -355	-1%	-$34.6K	1%	34
2025 Q2	$3.01M	Sell	31,486 -5,593	-15%	-$491K	1.1%	29
2025 Q1	$3.26M	Buy	37,079 +4,881	+15%	+$449K	1.27%	26
2024 Q4	$2.99M	Buy	32,198 +23,418	+267%	+$2.26M	1.13%	26
2024 Q3	$851K	Sell	8,780 -8,436	-49%	-$771K	0.37%	37
2024 Q2	$1.48M	Buy	17,216 +10,114	+142%	+$879K	0.17%	88
2024 Q1	$638K	Buy	+7,102	New	+$609K	0.31%	44

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atlas Wealth's MOAT Position: Q1 2026 in Review

Atlas Wealth increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.3% in Q1 2026, buying an estimated $291K and bringing the position to 41,404 shares worth $4M. The position accounts for 1.2% of the portfolio, ranked #29.

Atlas Wealth first reported a position in MOAT in Q1 2024 and has held it in 9 quarters since. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Atlas Wealth held 41,404 shares of VanEck Morningstar Wide Moat ETF worth $4M as of Q1 2026.
Atlas Wealth bought 2,811 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $291K.
VanEck Morningstar Wide Moat ETF made up 1.2% of Atlas Wealth's portfolio in Q1 2026, its #29 holding.
Atlas Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 9 quarters since.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Atlas Wealth's 13F filing for Q1 2026, filed 6 May 2026.