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

Cabot 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	$9.08M	Buy	93,899 +15,795	+20%	+$1.64M	1.04%	40
2025 Q4	$8.09M	Buy	78,104 +5,919	+8%	+$604K	0.89%	43
2025 Q3	$7.15M	Buy	72,185 +4,826	+7%	+$471K	0.79%	47
2025 Q2	$6.32M	Buy	67,359 +1,870	+3%	+$164K	0.75%	47
2025 Q1	$5.76M	Buy	65,489 +4,287	+7%	+$395K	0.73%	46
2024 Q4	$5.67M	Sell	61,202 -1,193	-2%	-$115K	0.72%	47
2024 Q3	$6.05M	Buy	+62,395	New	+$5.71M	0.76%	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 $6.37B AUM 23.22% 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

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

Cabot Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 20% in Q1 2026, buying an estimated $1.64M and bringing the position to 93,899 shares worth $9.08M. The position accounts for 1.04% of the portfolio, ranked #40.

Cabot Wealth Management first reported a position in MOAT in Q3 2024 and has held it in 7 quarters since. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Cabot Wealth Management held 93,899 shares of VanEck Morningstar Wide Moat ETF worth $9.08M as of Q1 2026.
Cabot Wealth Management bought 15,795 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.64M.
VanEck Morningstar Wide Moat ETF made up 1.04% of Cabot Wealth Management's portfolio in Q1 2026, its #40 holding.
Cabot Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 7 quarters since.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.