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Fairman Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Fairman Group’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
2025
Q4 		– Sell
-475
Closed -$47.1K – 346
2025
Q3 		$47.1K Hold
475
– – 0.04% 105
2025
Q2 		$44.5K Hold
475
– – 0.04% 108
2025
Q1 		$44K Hold
475
– – 0.04% 102
2024
Q4 		$44K Hold
475
– – 0.04% 112
2024
Q3 		$46.1K Hold
475
– – 0.04% 111
2024
Q2 		$41.1K Buy
+475
New +$41.3K 0.04% 116

Other funds holding MOAT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fairman Group's MOAT Position: Q4 2025 in Review

Fairman Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 475 shares — an estimated $47.1K sold.

Fairman Group first reported a position in MOAT in Q2 2024 and held it in 6 quarters. The position peaked at $47.1K in Q3 2025. 725 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

  • Fairman Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
  • Fairman Group sold 475 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $47.1K.
  • Fairman Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and held it in 6 quarters.
  • Fairman Group's VanEck Morningstar Wide Moat ETF position peaked at $47.1K in Q3 2025.
  • 725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Fairman Group's 13F filing for Q4 2025, filed 13 Feb 2026.