Corient Private Wealth
MOAT icon

Corient Private Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Corient Private Wealth’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 		$6.58M Sell
63,304
-3,879
-6% -$392K 0.01% 796
2026
Q1 		$6.5M Sell
67,183
-73,981
-52% -$7.67M 0.01% 759
2025
Q4 		$14.6M Buy
141,164
+68,122
+93% +$6.96M 0.01% 650
2025
Q3 		$7.24M Sell
73,042
-7,489
-9% -$731K 0.01% 594
2025
Q2 		$7.55M Sell
80,531
-18,507
-19% -$1.62M 0.01% 588
2025
Q1 		$8.72M Sell
99,038
-18,912
-16% -$1.74M 0.01% 548
2024
Q4 		$10.8M Sell
117,950
-805
-0.7% -$77.5K 0.02% 496
2024
Q3 		$11.5M Sell
118,755
-4,755
-4% -$435K 0.02% 526
2024
Q2 		$10.7M Sell
123,510
-1,301
-1% -$113K 0.02% 513
2024
Q1 		$11.2M Buy
124,811
+9,972
+9% +$856K 0.02% 499
2023
Q4 		$9.75M Buy
114,839
+5,737
+5% +$446K 0.02% 529
2023
Q3 		$8.27M Buy
109,102
+7,418
+7% +$591K 0.02% 518
2023
Q2 		$8.11M Buy
101,684
+12,128
+14% +$913K 0.02% 507
2023
Q1 		$6.61M Buy
89,556
+5,864
+7% +$416K 0.02% 519
2022
Q4 		$5.43M Buy
+83,692
New +$5.43M 0.02% 477

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

Corient Private Wealth's MOAT Position: Q2 2026 in Review

Corient Private Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.8% in Q2 2026, selling an estimated $392K and leaving 63,304 shares worth $6.58M. The position accounts for 0.01% of the portfolio, ranked #796.

Corient Private Wealth first reported a position in MOAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.6M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Corient Private Wealth held 63,304 shares of VanEck Morningstar Wide Moat ETF worth $6.58M as of Q2 2026.
  • Corient Private Wealth sold 3,879 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $392K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #796 holding.
  • Corient Private Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's VanEck Morningstar Wide Moat ETF position peaked at $14.6M in Q4 2025.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.