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 Q2	$589K	Buy	5,662 +171	+3%	+$17.3K	0.83%	37
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 $1.89T 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

Blossom Wealth Management's MOAT Position: Q2 2026 in Review

Blossom Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.1% in Q2 2026, buying an estimated $17.3K and bringing the position to 5,662 shares worth $589K. The position accounts for 0.83% of the portfolio, ranked #37.

Blossom Wealth Management first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. 731 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Blossom Wealth Management held 5,662 shares of VanEck Morningstar Wide Moat ETF worth $589K as of Q2 2026.
Blossom Wealth Management bought 171 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $17.3K.
VanEck Morningstar Wide Moat ETF made up 0.83% of Blossom Wealth Management's portfolio in Q2 2026, its #37 holding.
Blossom Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
731 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.