F.L. Putnam Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

F.L. Putnam Investment Management’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	$3.14M	Sell	30,234 -9,157	-23%	-$926K	0.04%	235
2026 Q1	$3.81M	Sell	39,391 -16,565	-30%	-$1.72M	0.06%	185
2025 Q4	$5.79M	Sell	55,956 -62,734	-53%	-$6.41M	0.08%	163
2025 Q3	$11.8M	Sell	118,690 -41,515	-26%	-$4.05M	0.18%	108
2025 Q2	$15M	Buy	160,205 +114,789	+253%	+$10.1M	0.26%	82
2025 Q1	$4M	Buy	+45,416	New	+$4.18M	0.07%	172

Other funds holding MOAT

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

F.L. Putnam Investment Management's MOAT Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 23% in Q2 2026, selling an estimated $926K and leaving 30,234 shares worth $3.14M. The position accounts for 0.04% of the portfolio, ranked #235.

F.L. Putnam Investment Management first reported a position in MOAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $15M in Q2 2025. 496 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

F.L. Putnam Investment Management held 30,234 shares of VanEck Morningstar Wide Moat ETF worth $3.14M as of Q2 2026.
F.L. Putnam Investment Management sold 9,157 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $926K.
VanEck Morningstar Wide Moat ETF made up 0.04% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #235 holding.
F.L. Putnam Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 6 quarters since.
F.L. Putnam Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $15M in Q2 2025.
496 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.