Autumn Glory Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Autumn Glory Partners’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	$632K	Hold	6,540	–	–	0.23%	102
2025 Q4	$677K	Sell	6,540 -111	-2%	-$11.3K	0.24%	105
2025 Q3	$659K	Buy	6,651 +4,050	+156%	+$395K	0.27%	102
2025 Q2	$244K	Sell	2,601 -5,520	-68%	-$484K	0.11%	162
2025 Q1	$715K	Hold	8,121	–	–	0.35%	85
2024 Q4	$753K	Buy	8,121 +210	+3%	+$20.2K	0.37%	77
2024 Q3	$768K	Sell	7,911 -366	-4%	-$33.5K	0.3%	91
2024 Q2	$706K	Sell	8,277 -7	-0.1%	-$608	0.36%	80
2024 Q1	$745K	Sell	8,284 -1,888	-19%	-$162K	0.36%	76
2023 Q4	$851K	Buy	10,172 +704	+7%	+$54.7K	0.48%	63
2023 Q3	$718K	Buy	9,468 +5,480	+137%	+$436K	0.44%	68
2023 Q2	$318K	Sell	3,988 -5,368	-57%	-$404K	0.23%	98
2023 Q1	$691K	Buy	9,356 +145	+2%	+$10.3K	0.59%	50
2022 Q4	$598K	Sell	9,211 -5,516	-37%	-$358K	0.32%	94
2022 Q3	$883K	Buy	14,727 +151	+1%	+$10.2K	0.6%	59
2022 Q2	$929K	Buy	14,576 +2,833	+24%	+$194K	0.69%	44
2022 Q1	$877K	Buy	11,743 +2,656	+29%	+$196K	0.51%	72
2021 Q4	$692K	Buy	+9,087	New	+$689K	0.29%	85

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

Autumn Glory Partners's MOAT Position: Q1 2026 in Review

Autumn Glory Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 6,540 shares worth $632K. The position accounts for 0.23% of the portfolio, ranked #102.

Autumn Glory Partners first reported a position in MOAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $929K in Q2 2022. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Autumn Glory Partners held 6,540 shares of VanEck Morningstar Wide Moat ETF worth $632K as of Q1 2026.
Autumn Glory Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.23% of Autumn Glory Partners's portfolio in Q1 2026, its #102 holding.
Autumn Glory Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 18 quarters since.
Autumn Glory Partners's VanEck Morningstar Wide Moat ETF position peaked at $929K in Q2 2022.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.