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Brinker Capital Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Brinker Capital Investments’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 		$936K Sell
9,006
-9,192
-51% -$929K 0.01% 1188
2026
Q1 		$1.76M Sell
18,198
-6,048
-25% -$627K 0.02% 821
2025
Q4 		$2.51M Sell
24,246
-5,848
-19% -$597K 0.02% 732
2025
Q3 		$2.98M Sell
30,094
-5,392
-15% -$526K 0.02% 637
2025
Q2 		$3.33M Sell
35,486
-5,647
-14% -$495K 0.03% 542
2025
Q1 		$3.62M Sell
41,133
-7,381
-15% -$679K 0.04% 456
2024
Q4 		$4.5M Sell
48,514
-33,884
-41% -$3.26M 0.04% 360
2024
Q3 		$7.99M Sell
82,398
-16,818
-17% -$1.54M 0.08% 240
2024
Q2 		$8.59M Buy
99,216
+825
+0.8% +$71.7K 0.09% 217
2024
Q1 		$8.85M Sell
98,391
-28,342
-22% -$2.43M 0.09% 215
2023
Q4 		$10.7M Sell
126,733
-12,245
-9% -$951K 0.12% 171
2023
Q3 		$10.5M Sell
138,978
-5,586
-4% -$445K 0.13% 159
2023
Q2 		$11.5M Buy
144,564
+48,470
+50% +$3.65M 0.12% 159
2023
Q1 		$7.09M Buy
96,094
+77,673
+422% +$5.51M 0.09% 200
2022
Q4 		$1.2M Sell
18,421
-461
-2% -$29.9K 0.02% 673
2022
Q3 		$1.13M Sell
18,882
-4,866
-20% -$327K 0.02% 663
2022
Q2 		$1.51M Sell
23,748
-4,249
-15% -$292K 0.03% 588
2022
Q1 		$2.09M Sell
27,997
-432
-2% -$31.8K 0.03% 513
2021
Q4 		$2.16M Sell
28,429
-5,988
-17% -$454K 0.03% 544
2021
Q3 		$2.52M Sell
34,417
-231,973
-87% -$17.5M 0.04% 480
2021
Q2 		$19.7M Sell
266,390
-5,456
-2% -$397K 0.26% 93
2021
Q1 		$18.8M Buy
271,846
+1,056
+0.4% +$69.6K 0.28% 91
2020
Q4 		$16.8M Sell
270,790
-11,382
-4% -$670K 0.26% 67
2020
Q3 		$15.4M Sell
282,172
-22,003
-7% -$1.2M 0.26% 83
2020
Q2 		$15.9M Buy
304,175
+2,882
+1% +$144K 0.66% 40
2020
Q1 		$13.2M Buy
301,293
+2,150
+0.7% +$111K 0.6% 48
2019
Q4 		$16.4M Buy
299,143
+76
+0% +$4.02K 0.55% 48
2019
Q3 		$15M Buy
299,067
+1,050
+0.4% +$51.5K 0.52% 53
2019
Q2 		$14.3M Sell
298,017
-3,258
-1% -$154K 0.45% 63
2019
Q1 		$14.1M Sell
301,275
-5,090
-2% -$230K 0.45% 62
2018
Q4 		$12.6M Buy
306,365
+282,870
+1,204% +$12.6M 0.44% 63
2018
Q3 		$1.1M Sell
23,495
-279,570
-92% -$12.8M 0.03% 203
2018
Q2 		$13.2M Buy
303,065
+2,327
+0.8% +$99.1K 0.42% 61
2018
Q1 		$12.5M Sell
300,738
-1,452
-0.5% -$63K 0.4% 63
2017
Q4 		$12.8M Buy
302,190
+1,478
+0.5% +$61K 0.42% 58
2017
Q3 		$12.1M Buy
300,712
+1,426
+0.5% +$56.4K 0.43% 59
2017
Q2 		$11.8M Buy
299,286
+13,873
+5% +$532K 0.45% 60
2017
Q1 		$10.7M Buy
285,413
+10,063
+4% +$371K 0.44% 60
2016
Q4 		$9.59M Buy
275,350
+9,082
+3% +$313K 0.41% 64
2016
Q3 		$9.07M Sell
266,268
-5,958
-2% -$203K 0.38% 66
2016
Q2 		$8.85M Buy
+272,226
New +$8.77M 0.38% 69
2016
Q1 		– Sell
-271,000
Closed -$7.83M – 589
2015
Q4 		$7.83M Sell
271,000
-86,028
-24% -$2.56M 0.34% 71
2015
Q3 		$9.97M Sell
357,028
-3,000
-0.8% -$89.8K 0.43% 64
2015
Q2 		$11M Sell
360,028
-11,500
-3% -$359K 0.43% 66
2015
Q1 		$11.3M Sell
371,528
-18,000
-5% -$544K 0.42% 67
2014
Q4 		$12.1M Buy
389,528
+44,000
+13% +$1.38M 0.46% 67
2014
Q3 		$10.8M Hold
345,528
– – 0.41% 66
2014
Q2 		$10.6M Buy
345,528
+60,150
+21% +$1.8M 0.39% 65
2014
Q1 		$8.36M Buy
285,378
+27,000
+10% +$774K 0.32% 71
2013
Q4 		$7.45M Buy
258,378
+15,800
+7% +$439K 0.29% 79
2013
Q3 		$6.59M Buy
242,578
+16,700
+7% +$437K 0.27% 88
2013
Q2 		$5.52M Buy
+225,878
New +$5.48M 0.23% 97

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

Brinker Capital Investments's MOAT Position: Q2 2026 in Review

Brinker Capital Investments reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 51% in Q2 2026, selling an estimated $929K and leaving 9,006 shares worth $936K. The position accounts for 0.01% of the portfolio, ranked #1188.

Brinker Capital Investments first reported a position in MOAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.7M in Q2 2021. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Brinker Capital Investments held 9,006 shares of VanEck Morningstar Wide Moat ETF worth $936K as of Q2 2026.
  • Brinker Capital Investments sold 9,192 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $929K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1188 holding.
  • Brinker Capital Investments first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2013 and has held it in 52 quarters since.
  • Brinker Capital Investments's VanEck Morningstar Wide Moat ETF position peaked at $19.7M in Q2 2021.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.