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Cornell Pochily Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cornell Pochily Investment Advisors’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 		$2.23M Sell
21,406
-572
-3% -$57.8K 0.6% 46
2026
Q1 		$2.13M Sell
21,978
-530
-2% -$54.9K 0.62% 47
2025
Q4 		$2.33M Sell
22,508
-1,017
-4% -$104K 0.68% 38
2025
Q3 		$2.33M Sell
23,525
-1,177
-5% -$115K 0.7% 36
2025
Q2 		$2.32M Sell
24,702
-850
-3% -$74.6K 0.76% 37
2025
Q1 		$2.25M Buy
25,552
+252
+1% +$23.2K 0.79% 38
2024
Q4 		$2.35M Buy
25,300
+130
+0.5% +$12.5K 0.82% 33
2024
Q3 		$2.44M Buy
25,170
+429
+2% +$39.2K 0.85% 31
2024
Q2 		$2.14M Sell
24,741
-24
-0.1% -$2.08K 0.81% 34
2024
Q1 		$2.23M Buy
24,765
+1,599
+7% +$137K 0.88% 28
2023
Q4 		$1.97M Buy
23,166
+823
+4% +$63.9K 0.81% 31
2023
Q3 		$1.69M Sell
22,343
-24
-0.1% -$1.91K 0.74% 36
2023
Q2 		$1.78M Buy
22,367
+223
+1% +$16.8K 0.73% 36
2023
Q1 		$1.63M Sell
22,144
-121
-0.5% -$8.59K 0.7% 38
2022
Q4 		$1.45M Buy
22,265
+20
+0.1% +$1.3K 0.65% 42
2022
Q3 		$1.33M Buy
22,245
+562
+3% +$37.8K 0.58% 40
2022
Q2 		$1.38M Sell
21,683
-4,685
-18% -$322K 0.62% 48
2022
Q1 		$1.97M Buy
26,368
+5,530
+27% +$407K 0.77% 36
2021
Q4 		$1.59M Buy
20,838
+3,799
+22% +$288K 0.62% 45
2021
Q3 		$1.25M Buy
17,039
+1,441
+9% +$108K 0.54% 51
2021
Q2 		$1.16M Buy
15,598
+807
+5% +$58.8K 0.51% 54
2021
Q1 		$1.02M Buy
14,791
+659
+5% +$43.4K 0.49% 55
2020
Q4 		$876K Buy
14,132
+1,408
+11% +$82.9K 0.42% 64
2020
Q3 		$695K Buy
12,724
+1,713
+16% +$93.6K 0.4% 70
2020
Q2 		$575K Buy
11,011
+479
+5% +$23.9K 0.36% 77
2020
Q1 		$461K Buy
10,532
+3,275
+45% +$168K 0.34% 79
2019
Q4 		$398K Buy
7,257
+765
+12% +$40.5K 0.24% 98
2019
Q3 		$326K Buy
6,492
+1,912
+42% +$93.7K 0.21% 105
2019
Q2 		$220 Buy
+4,580
New +$217K 0.06% 139

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

Cornell Pochily Investment Advisors's MOAT Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.6% in Q2 2026, selling an estimated $57.8K and leaving 21,406 shares worth $2.23M. The position accounts for 0.6% of the portfolio, ranked #46.

Cornell Pochily Investment Advisors first reported a position in MOAT in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.44M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Cornell Pochily Investment Advisors held 21,406 shares of VanEck Morningstar Wide Moat ETF worth $2.23M as of Q2 2026.
  • Cornell Pochily Investment Advisors sold 572 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $57.8K.
  • VanEck Morningstar Wide Moat ETF made up 0.6% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Cornell Pochily Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and has held it in 29 quarters since.
  • Cornell Pochily Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2.44M in Q3 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.