Bessemer Group
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Bessemer Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bessemer Group’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 		– Sell
-100
Closed -$10K – 2599
2026
Q1 		$10K Sell
100
-45
-31% -$4.67K ﹤0.01% 2117
2025
Q4 		$15K Hold
145
– – ﹤0.01% 1973
2025
Q3 		$14K Sell
145
-155
-52% -$15.1K ﹤0.01% 1825
2025
Q2 		$28K Hold
300
– – ﹤0.01% 1471
2025
Q1 		$26K Hold
300
– – ﹤0.01% 1451
2024
Q4 		$28K Hold
300
– – ﹤0.01% 1411
2024
Q3 		$29K Buy
300
+161
+116% +$14.7K ﹤0.01% 1448
2024
Q2 		$12K Buy
+139
New +$12.1K ﹤0.01% 1473

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bessemer Group's MOAT Position: Q2 2026 in Review

Bessemer Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 100 shares — an estimated $10K sold.

Bessemer Group first reported a position in MOAT in Q2 2024 and held it in 8 quarters. The position peaked at $29K in Q3 2024. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Bessemer Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Bessemer Group sold 100 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $10K.
  • Bessemer Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and held it in 8 quarters.
  • Bessemer Group's VanEck Morningstar Wide Moat ETF position peaked at $29K in Q3 2024.
  • 734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.