Harbour Trust & Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Harbour Trust & 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 Q1	$19.7M	Buy	203,944 +8,351	+4%	+$866K	2.09%	12
2025 Q4	$20.3M	Sell	195,593 -751	-0.4%	-$76.7K	2.07%	12
2025 Q3	$19.5M	Sell	196,344 -303	-0.2%	-$29.6K	2.01%	12
2025 Q2	$18.4M	Buy	196,647 +3,001	+2%	+$263K	2.04%	12
2025 Q1	$17M	Buy	193,646 +5,097	+3%	+$469K	2.06%	13
2024 Q4	$17.5M	Buy	188,549 +1,681	+0.9%	+$162K	1.99%	11
2024 Q3	$18.1M	Sell	186,868 -40,870	-18%	-$3.74M	2.07%	10
2024 Q2	$19.7M	Buy	227,738 +11,588	+5%	+$1.01M	2.35%	7
2024 Q1	$19.4M	Buy	216,150 +7,393	+4%	+$634K	2.44%	7
2023 Q4	$17.7M	Buy	+208,757	New	+$16.2M	2.5%	7

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Trust & Investment Management's MOAT Position: Q1 2026 in Review

Harbour Trust & Investment Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.3% in Q1 2026, buying an estimated $866K and bringing the position to 203,944 shares worth $19.7M. The position accounts for 2.09% of the portfolio, ranked #12.

Harbour Trust & Investment Management first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.3M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Harbour Trust & Investment Management held 203,944 shares of VanEck Morningstar Wide Moat ETF worth $19.7M as of Q1 2026.
Harbour Trust & Investment Management bought 8,351 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $866K.
VanEck Morningstar Wide Moat ETF made up 2.09% of Harbour Trust & Investment Management's portfolio in Q1 2026, its #12 holding.
Harbour Trust & Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
Harbour Trust & Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $20.3M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.