Culbertson A N & Co’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Culbertson A N & 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	$281K	Hold	2,701	–	–	0.03%	129
2026 Q1	$261K	Hold	2,701	–	–	0.03%	125
2025 Q4	$280K	Hold	2,701	–	–	0.04%	121
2025 Q3	$268K	Hold	2,701	–	–	0.04%	122
2025 Q2	$253K	Hold	2,701	–	–	0.04%	120
2025 Q1	$238K	Buy	2,701 +432	+19%	+$39.8K	0.04%	122
2024 Q4	$210K	Buy	+2,269	New	+$219K	0.03%	124

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Culbertson A N & Co's MOAT Position: Q2 2026 in Review

Culbertson A N & Co held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,701 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #129.

Culbertson A N & Co first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Culbertson A N & Co held 2,701 shares of VanEck Morningstar Wide Moat ETF worth $281K as of Q2 2026.
Culbertson A N & Co left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.03% of Culbertson A N & Co's portfolio in Q2 2026, its #129 holding.
Culbertson A N & Co first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.