HM Payson & Co’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

HM Payson & Co’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	$3.43K	Hold	33	–	–	﹤0.01%	1012
2026 Q1	$3.19K	Hold	33	–	–	﹤0.01%	1006
2025 Q4	$3.42K	Buy	+33	New	+$3.37K	﹤0.01%	1009
2021 Q1	–	Sell	-644	Closed	-$40K	–	1160
2020 Q4	$40K	Hold	644	–	–	﹤0.01%	640
2020 Q3	$35K	Hold	644	–	–	﹤0.01%	625
2020 Q2	$34K	Hold	644	–	–	﹤0.01%	571
2020 Q1	$28K	Hold	644	–	–	﹤0.01%	586
2019 Q4	$35K	Buy	+644	New	+$34.1K	﹤0.01%	635

Other funds holding MOAT

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

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 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 San Francisco, California $617B AUM 30.33% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HM Payson & Co's MOAT Position: Q2 2026 in Review

HM Payson & Co held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 33 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

HM Payson & Co first reported a position in MOAT in Q4 2019 and has held it in 8 quarters since. The position peaked at $40K in Q4 2020. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

HM Payson & Co held 33 shares of VanEck Morningstar Wide Moat ETF worth $3.43K as of Q2 2026.
HM Payson & Co left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1012 holding.
HM Payson & Co first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 8 quarters since.
HM Payson & Co's VanEck Morningstar Wide Moat ETF position peaked at $40K in Q4 2020.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.