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

Blossom Wealth 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 Q1	$531K	Buy	5,491 +275	+5%	+$28.5K	0.79%	40
2025 Q4	$540K	Sell	5,216 -75	-1%	-$7.66K	0.89%	34
2025 Q3	$524K	Buy	5,291 +228	+5%	+$22.2K	0.85%	36
2025 Q2	$475K	Buy	5,063 +297	+6%	+$26.1K	0.84%	34
2025 Q1	$419K	Sell	4,766 -171	-3%	-$15.7K	0.84%	42
2024 Q4	$458K	Buy	4,937 +209	+4%	+$20.1K	0.88%	35
2024 Q3	$458K	Buy	4,728 +239	+5%	+$21.9K	0.92%	37
2024 Q2	$389K	Buy	4,489 +350	+8%	+$30.4K	0.85%	39
2024 Q1	$372K	Buy	4,139 +262	+7%	+$22.5K	0.9%	40
2023 Q4	$329K	Buy	+3,877	New	+$301K	0.89%	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

Blossom Wealth Management's MOAT Position: Q1 2026 in Review

Blossom Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.3% in Q1 2026, buying an estimated $28.5K and bringing the position to 5,491 shares worth $531K. The position accounts for 0.79% of the portfolio, ranked #40.

Blossom Wealth Management first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $540K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Blossom Wealth Management held 5,491 shares of VanEck Morningstar Wide Moat ETF worth $531K as of Q1 2026.
Blossom Wealth Management bought 275 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $28.5K.
VanEck Morningstar Wide Moat ETF made up 0.79% of Blossom Wealth Management's portfolio in Q1 2026, its #40 holding.
Blossom Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
Blossom Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $540K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.