CPC
MOAT icon

Cookson Peirce & Co’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cookson Peirce & Co’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 		$2.18M Sell
20,965
-743
-3% -$75.1K 0.07% 135
2026
Q1 		$2.1M Sell
21,708
-5,395
-20% -$559K 0.09% 103
2025
Q4 		$2.81M Buy
27,103
+242
+0.9% +$24.7K 0.12% 102
2025
Q3 		$2.66M Buy
26,861
+406
+2% +$39.6K 0.11% 94
2025
Q2 		$2.48M Sell
26,455
-5,000
-16% -$439K 0.11% 92
2025
Q1 		$2.77M Sell
31,455
-800
-2% -$73.6K 0.14% 86
2024
Q4 		$2.99M Sell
32,255
-1,139
-3% -$110K 0.14% 79
2024
Q3 		$3.24M Sell
33,394
-2,049
-6% -$187K 0.15% 75
2024
Q2 		$3.07M Sell
35,443
-3,474
-9% -$302K 0.15% 72
2024
Q1 		$3.5M Sell
38,917
-690
-2% -$59.2K 0.19% 68
2023
Q4 		$3.36M Buy
39,607
+651
+2% +$50.6K 0.2% 68
2023
Q3 		$2.95M Buy
38,956
+681
+2% +$54.2K 0.19% 69
2023
Q2 		$3.05M Sell
38,275
-1,099
-3% -$82.7K 0.19% 68
2023
Q1 		$2.91M Buy
39,374
+5,315
+16% +$377K 0.19% 70
2022
Q4 		$2.21M Buy
34,059
+1,488
+5% +$96.5K 0.14% 75
2022
Q3 		$1.95M Buy
32,571
+1,481
+5% +$99.6K 0.14% 85
2022
Q2 		$1.98M Buy
31,090
+2,574
+9% +$177K 0.14% 84
2022
Q1 		$2.13M Buy
28,516
+6,360
+29% +$469K 0.12% 94
2021
Q4 		$1.69M Buy
22,156
+2,195
+11% +$166K 0.09% 100
2021
Q3 		$1.46M Sell
19,961
-4,038
-17% -$304K 0.09% 103
2021
Q2 		$1.78M Buy
23,999
+4,682
+24% +$341K 0.11% 98
2021
Q1 		$1.34M Sell
19,317
-456
-2% -$30.1K 0.09% 91
2020
Q4 		$1.23M Sell
19,773
-3,065
-13% -$181K 0.08% 95
2020
Q3 		$1.25M Sell
22,838
-2,404
-10% -$131K 0.09% 85
2020
Q2 		$1.32M Sell
25,242
-276
-1% -$13.7K 0.12% 71
2020
Q1 		$1.12M Buy
25,518
+1,243
+5% +$63.9K 0.13% 67
2019
Q4 		$1.33M Buy
24,275
+8,165
+51% +$432K 0.12% 84
2019
Q3 		$808K Buy
16,110
+2,525
+19% +$124K 0.07% 93
2019
Q2 		$652K Buy
13,585
+2,890
+27% +$137K 0.05% 106
2019
Q1 		$499K Hold
10,695
– – 0.04% 111
2018
Q4 		$440K Buy
+10,695
New +$476K 0.04% 116

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cookson Peirce & Co's MOAT Position: Q2 2026 in Review

Cookson Peirce & Co reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.4% in Q2 2026, selling an estimated $75.1K and leaving 20,965 shares worth $2.18M. The position accounts for 0.07% of the portfolio, ranked #135.

Cookson Peirce & Co first reported a position in MOAT in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.5M in Q1 2024. 260 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Cookson Peirce & Co held 20,965 shares of VanEck Morningstar Wide Moat ETF worth $2.18M as of Q2 2026.
  • Cookson Peirce & Co sold 743 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $75.1K.
  • VanEck Morningstar Wide Moat ETF made up 0.07% of Cookson Peirce & Co's portfolio in Q2 2026, its #135 holding.
  • Cookson Peirce & Co first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and has held it in 31 quarters since.
  • Cookson Peirce & Co's VanEck Morningstar Wide Moat ETF position peaked at $3.5M in Q1 2024.
  • 260 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.