Dumont & Blake Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Dumont & Blake 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	$1.56M	Sell	15,013 -153	-1%	-$15.5K	0.35%	75
2026 Q1	$1.47M	Sell	15,166 -152	-1%	-$15.8K	0.37%	72
2025 Q4	$1.59M	Buy	15,318 +945	+7%	+$96.5K	0.38%	73
2025 Q3	$1.42M	Buy	14,373 +637	+5%	+$62.1K	0.35%	76
2025 Q2	$1.29M	Buy	13,736 +184	+1%	+$16.1K	0.34%	78
2025 Q1	$1.19M	Sell	13,552 -5,732	-30%	-$527K	0.33%	77
2024 Q4	$1.79M	Buy	19,284 +1,130	+6%	+$109K	0.48%	59
2024 Q3	$1.76M	Sell	18,154 -17,519	-49%	-$1.6M	0.47%	57
2024 Q2	$3.09M	Buy	35,673 +18,832	+112%	+$1.64M	0.44%	64
2024 Q1	$1.51M	Buy	16,841 +4,183	+33%	+$359K	0.44%	64
2023 Q4	$1.07M	Buy	12,658 +4,077	+48%	+$317K	0.33%	83
2023 Q3	$651K	Buy	8,581 +1,459	+20%	+$116K	0.22%	111
2023 Q2	$568K	Hold	7,122	–	–	0.18%	120
2023 Q1	$526K	Hold	7,122	–	–	0.18%	124
2022 Q4	$462K	Buy	7,122 +299	+4%	+$19.4K	0.16%	132
2022 Q3	$409K	Hold	6,823	–	–	0.15%	136
2022 Q2	$435K	Sell	6,823 -579	-8%	-$39.7K	0.14%	138
2022 Q1	$553K	Buy	+7,402	New	+$545K	0.15%	138

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

Dumont & Blake Investment Advisors's MOAT Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1% in Q2 2026, selling an estimated $15.5K and leaving 15,013 shares worth $1.56M. The position accounts for 0.35% of the portfolio, ranked #75.

Dumont & Blake Investment Advisors first reported a position in MOAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.09M in Q2 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Dumont & Blake Investment Advisors held 15,013 shares of VanEck Morningstar Wide Moat ETF worth $1.56M as of Q2 2026.
Dumont & Blake Investment Advisors sold 153 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $15.5K.
VanEck Morningstar Wide Moat ETF made up 0.35% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #75 holding.
Dumont & Blake Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and has held it in 18 quarters since.
Dumont & Blake Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $3.09M in Q2 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.