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Hazlett, Burt & Watson’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Hazlett, Burt & Watson’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 		$1.12M Sell
10,798
-735
-6% -$74.3K 0.3% 91
2026
Q1 		$1.11M Sell
11,533
-87
-0.7% -$9.02K 0.35% 75
2025
Q4 		$1.2M Buy
11,620
+1,110
+11% +$113K 0.38% 62
2025
Q3 		$1.04M Sell
10,510
-560
-5% -$54.6K 0.37% 63
2025
Q2 		$1.04M Sell
11,070
-8,458
-43% -$742K 0.42% 55
2025
Q1 		$1.72M Buy
19,528
+1,369
+8% +$126K 0.77% 30
2024
Q4 		$1.68M Buy
18,159
+2,031
+13% +$196K 0.74% 28
2024
Q3 		$1.56M Buy
16,128
+1,954
+14% +$179K 0.72% 31
2024
Q2 		$1.23M Buy
14,174
+2,214
+19% +$192K 0.63% 35
2024
Q1 		$1.07M Buy
11,960
+468
+4% +$40.2K 0.64% 28
2023
Q4 		$979K Buy
11,492
+2,065
+22% +$160K 0.66% 27
2023
Q3 		$715K Buy
+9,427
New +$751K 0.53% 34
2023
Q1 		– Sell
-416
Closed -$27K – 665
2022
Q4 		$27K Buy
416
+371
+824% +$24.1K 0.02% 349
2022
Q3 		$3K Sell
45
-2,896
-98% -$195K ﹤0.01% 557
2022
Q2 		$188K Hold
2,941
– – 0.17% 123
2022
Q1 		$219K Buy
+2,941
New +$217K 0.17% 121

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hazlett, Burt & Watson's MOAT Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.4% in Q2 2026, selling an estimated $74.3K and leaving 10,798 shares worth $1.12M. The position accounts for 0.3% of the portfolio, ranked #91.

Hazlett, Burt & Watson first reported a position in MOAT in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.72M in Q1 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Hazlett, Burt & Watson held 10,798 shares of VanEck Morningstar Wide Moat ETF worth $1.12M as of Q2 2026.
  • Hazlett, Burt & Watson sold 735 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $74.3K.
  • VanEck Morningstar Wide Moat ETF made up 0.3% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #91 holding.
  • Hazlett, Burt & Watson first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and has held it in 16 quarters since.
  • Hazlett, Burt & Watson's VanEck Morningstar Wide Moat ETF position peaked at $1.72M in Q1 2025.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.