Beaumont Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Beaumont Asset 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	$18.6M	Sell	179,283 -7,229	-4%	-$731K	7.24%	2
2026 Q1	$18M	Sell	186,512 -28,133	-13%	-$2.92M	8.12%	2
2025 Q4	$22.2M	Sell	214,645 -4,655	-2%	-$475K	11.11%	2
2025 Q3	$21.7M	Sell	219,300 -13,628	-6%	-$1.33M	10.94%	2
2025 Q2	$21.8M	Sell	232,928 -16,567	-7%	-$1.45M	11.73%	2
2025 Q1	$22M	Sell	249,495 -20,103	-7%	-$1.85M	13.26%	2
2024 Q4	$25M	Sell	269,598 -3,382	-1%	-$326K	14.48%	2
2024 Q3	$26.5M	Sell	272,980 -5,803	-2%	-$531K	15.39%	2
2024 Q2	$24.1M	Buy	278,783 +4,385	+2%	+$381K	15.51%	2
2024 Q1	$24.7M	Buy	274,398 +953	+0.3%	+$81.8K	16.41%	2
2023 Q4	$23.2M	Sell	273,445 -5,096	-2%	-$396K	16.35%	2
2023 Q3	$21.1M	Buy	278,541 +18,925	+7%	+$1.51M	17.35%	2
2023 Q2	$20.7M	Sell	259,616 -12,377	-5%	-$932K	15.71%	2
2023 Q1	$20.1M	Sell	271,993 -17,902	-6%	-$1.27M	14.73%	2
2022 Q4	$18.8M	Sell	289,895 -16,467	-5%	-$1.07M	13.78%	2
2022 Q3	$18.4M	Buy	306,362 +13,390	+5%	+$900K	14.57%	2
2022 Q2	$18.7M	Buy	292,972 +14,870	+5%	+$1.02M	14.12%	2
2022 Q1	$20.8M	Buy	278,102 +24,429	+10%	+$1.8M	14.04%	2
2021 Q4	$19.3M	Buy	253,673 +3,443	+1%	+$261K	12.86%	2
2021 Q3	$18.3M	Buy	250,230 +8,522	+4%	+$641K	13.64%	2
2021 Q2	$17.9M	Buy	241,708 +5,196	+2%	+$378K	13.78%	2
2021 Q1	$16.4M	Sell	236,512 -4,364	-2%	-$288K	13.75%	2
2020 Q4	$14.9M	Buy	240,876 +13,660	+6%	+$805K	13.45%	2
2020 Q3	$12.4M	Sell	227,216 -1,862	-0.8%	-$102K	12.43%	2
2020 Q2	$12M	Sell	229,078 -35,081	-13%	-$1.75M	12.52%	2
2020 Q1	$11.6M	Buy	264,159 +47,121	+22%	+$2.42M	13.86%	2
2019 Q4	$11.9M	Buy	+217,038	New	+$11.5M	11.35%	2

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

Beaumont Asset Management's MOAT Position: Q2 2026 in Review

Beaumont Asset Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.9% in Q2 2026, selling an estimated $731K and leaving 179,283 shares worth $18.6M. The position accounts for 7.24% of the portfolio, ranked #2.

Beaumont Asset Management first reported a position in MOAT in Q4 2019 and has held it in 27 quarters since. The position peaked at $26.5M in Q3 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Beaumont Asset Management held 179,283 shares of VanEck Morningstar Wide Moat ETF worth $18.6M as of Q2 2026.
Beaumont Asset Management sold 7,229 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $731K.
VanEck Morningstar Wide Moat ETF made up 7.24% of Beaumont Asset Management's portfolio in Q2 2026, its #2 holding.
Beaumont Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 27 quarters since.
Beaumont Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $26.5M in Q3 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.