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Atria Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Atria Investments’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 		$1.94M Sell
20,069
-2,628
-12% -$272K 0.02% 720
2025
Q4 		$2.35M Sell
22,697
-3,848
-14% -$393K 0.03% 661
2025
Q3 		$2.63M Buy
26,545
+13,358
+101% +$1.3M 0.03% 613
2025
Q2 		$1.24M Sell
13,187
-90,831
-87% -$7.97M 0.01% 927
2025
Q1 		$9.15M Sell
104,018
-7,863
-7% -$724K 0.12% 201
2024
Q4 		$10.4M Sell
111,881
-54,074
-33% -$5.21M 0.13% 179
2024
Q3 		$16.1M Sell
165,955
-65,281
-28% -$5.97M 0.2% 107
2024
Q2 		$20M Buy
231,236
+163,992
+244% +$14.2M 0.26% 70
2024
Q1 		$6.05M Sell
67,244
-2,985
-4% -$256K 0.08% 291
2023
Q4 		$5.96M Buy
+70,229
New +$5.45M 0.09% 253
2023
Q3 		– Sell
-24,580
Closed -$1.96M – 875
2023
Q2 		$1.96M Buy
+24,580
New +$1.85M 0.04% 563
2022
Q4 		– Sell
-22,340
Closed -$1.34M – 794
2022
Q3 		$1.34M Sell
22,340
-4,361
-16% -$293K 0.03% 618
2022
Q2 		$1.7M Buy
26,701
+10,500
+65% +$721K 0.04% 559
2022
Q1 		$1.21M Buy
16,201
+3,052
+23% +$225K 0.02% 770
2021
Q4 		$1M Sell
13,149
-63,678
-83% -$4.83M 0.02% 839
2021
Q3 		$5.63M Buy
76,827
+21,479
+39% +$1.62M 0.1% 220
2021
Q2 		$4.1M Sell
55,348
-14,061
-20% -$1.02M 0.08% 281
2021
Q1 		$4.81M Buy
69,409
+8,412
+14% +$554K 0.11% 217
2020
Q4 		$3.78M Sell
60,997
-2,244
-4% -$132K 0.09% 249
2020
Q3 		$3.45M Sell
63,241
-13,866
-18% -$758K 0.1% 218
2020
Q2 		$4.03M Buy
77,107
+5,768
+8% +$287K 0.14% 175
2020
Q1 		$3.12M Sell
71,339
-91,005
-56% -$4.68M 0.24% 90
2019
Q4 		$8.89M Buy
162,344
+140,874
+656% +$7.45M 0.24% 93
2019
Q3 		$1.08M Buy
21,470
+3,115
+17% +$153K 0.04% 403
2019
Q2 		$873K Buy
18,355
+907
+5% +$42.9K 0.03% 443
2019
Q1 		$814K Buy
17,448
+798
+5% +$36.1K 0.03% 411
2018
Q4 		$685K Buy
16,650
+281
+2% +$12.5K 0.03% 404
2018
Q3 		$765K Buy
16,369
+9,584
+141% +$437K 0.03% 470
2018
Q2 		$296K Buy
+6,785
New +$289K 0.01% 745
2014
Q4 		– Sell
-94,039
Closed -$2.94M – 450
2014
Q3 		$2.94M Sell
94,039
-1,070
-1% -$33.3K 0.3% 58
2014
Q2 		$2.92M Buy
95,109
+18,121
+24% +$542K 0.29% 56
2014
Q1 		$2.26M Buy
76,988
+23,513
+44% +$674K 0.23% 79
2013
Q4 		$1.54M Buy
53,475
+5,159
+11% +$143K 0.15% 122
2013
Q3 		$1.31M Buy
48,316
+33,180
+219% +$868K 0.14% 112
2013
Q2 		$370K Buy
+15,136
New +$367K 0.05% 246

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

Atria Investments's MOAT Position: Q1 2026 in Review

Atria Investments reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 12% in Q1 2026, selling an estimated $272K and leaving 20,069 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #720.

Atria Investments first reported a position in MOAT in Q2 2013 and has held it in 35 quarters since. The position peaked at $20M in Q2 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Atria Investments held 20,069 shares of VanEck Morningstar Wide Moat ETF worth $1.94M as of Q1 2026.
  • Atria Investments sold 2,628 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $272K.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #720 holding.
  • Atria Investments first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2013 and has held it in 35 quarters since.
  • Atria Investments's VanEck Morningstar Wide Moat ETF position peaked at $20M in Q2 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.