Fidelity Investments
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Fidelity Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Fidelity Investments’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
Q1 		$4.51M Buy
46,592
+1,332
+3% +$138K ﹤0.01% 2339
2025
Q4 		$4.69M Buy
45,260
+2,781
+7% +$284K ﹤0.01% 2308
2025
Q3 		$4.21M Buy
42,479
+3,498
+9% +$341K ﹤0.01% 2296
2025
Q2 		$3.66M Buy
38,981
+3,663
+10% +$321K ﹤0.01% 2271
2025
Q1 		$3.11M Sell
35,318
-479
-1% -$44.1K ﹤0.01% 2313
2024
Q4 		$3.32M Buy
35,797
+4,264
+14% +$411K ﹤0.01% 2287
2024
Q3 		$3.06M Buy
31,533
+2,496
+9% +$228K ﹤0.01% 2282
2024
Q2 		$2.51M Buy
29,037
+4,393
+18% +$382K ﹤0.01% 2288
2024
Q1 		$2.22M Buy
24,644
+5,043
+26% +$433K ﹤0.01% 2313
2023
Q4 		$1.66M Buy
19,601
+2,980
+18% +$231K ﹤0.01% 2345
2023
Q3 		$1.26M Buy
16,621
+1,362
+9% +$108K ﹤0.01% 2396
2023
Q2 		$1.22M Buy
15,259
+2,893
+23% +$218K ﹤0.01% 2444
2023
Q1 		$913K Buy
12,366
+677
+6% +$48.1K ﹤0.01% 2541
2022
Q4 		$759K Buy
11,689
+3,069
+36% +$199K ﹤0.01% 2607
2022
Q3 		$517K Sell
8,620
-35
-0.4% -$2.35K ﹤0.01% 2773
2022
Q2 		$552K Buy
8,655
+1,296
+18% +$88.9K ﹤0.01% 2815
2022
Q1 		$550K Buy
7,359
+337
+5% +$24.8K ﹤0.01% 2958
2021
Q4 		$534K Buy
7,022
+2,009
+40% +$152K ﹤0.01% 2782
2021
Q3 		$367K Buy
5,013
+709
+16% +$53.4K ﹤0.01% 2858
2021
Q2 		$319K Buy
4,304
+416
+11% +$30.3K ﹤0.01% 2856
2021
Q1 		$269K Buy
3,888
+332
+9% +$21.9K ﹤0.01% 2775
2020
Q4 		$220K Buy
3,556
+247
+7% +$14.5K ﹤0.01% 2777
2020
Q3 		$181K Buy
3,309
+1,921
+138% +$105K ﹤0.01% 2703
2020
Q2 		$72K Sell
1,388
-1,178
-46% -$58.7K ﹤0.01% 2763
2020
Q1 		$112K Sell
2,566
-288
-10% -$14.8K ﹤0.01% 2659
2019
Q4 		$156K Buy
2,854
+189
+7% +$10K ﹤0.01% 2676
2019
Q3 		$134K Buy
2,665
+1,605
+151% +$78.7K ﹤0.01% 2700
2019
Q2 		$51K Buy
1,060
+1,022
+2,689% +$48.4K ﹤0.01% 2857
2019
Q1 		$2K Buy
38
+19
+100% +$859 ﹤0.01% 3421
2018
Q4 		$1K Buy
19
+18
+1,800% +$800 ﹤0.01% 3403
2018
Q3 		$0 Buy
+1
New +$46 ﹤0.01% 3694

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments's MOAT Position: Q1 2026 in Review

Fidelity Investments increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.9% in Q1 2026, buying an estimated $138K and bringing the position to 46,592 shares worth $4.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

Fidelity Investments first reported a position in MOAT in Q3 2018 and has held it in 31 quarters since. The position peaked at $4.69M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Fidelity Investments held 46,592 shares of VanEck Morningstar Wide Moat ETF worth $4.51M as of Q1 2026.
  • Fidelity Investments bought 1,332 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $138K.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2339 holding.
  • Fidelity Investments first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2018 and has held it in 31 quarters since.
  • Fidelity Investments's VanEck Morningstar Wide Moat ETF position peaked at $4.69M in Q4 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.