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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 Waltham, Massachusetts $79.5B AUM 27.1% 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

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. 727 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.
727 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.