Jim Simons
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Jim Simons’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Jim Simons’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 		$377K Buy
+3,900
New +$404K ﹤0.01% 2718
2025
Q4 		– Sell
-3,800
Closed -$377K – 3559
2025
Q3 		$377K Buy
+3,800
New +$371K ﹤0.01% 2909
2024
Q4 		– Sell
-3,200
Closed -$310K – 3775
2024
Q3 		$310K Buy
+3,200
New +$293K ﹤0.01% 2967
2023
Q4 		– Sell
-27,100
Closed -$2.06M – 3979
2023
Q3 		$2.06M Sell
27,100
-43,100
-61% -$3.43M ﹤0.01% 1840
2023
Q2 		$5.6M Buy
70,200
+65,400
+1,363% +$4.92M 0.01% 1372
2023
Q1 		$354K Sell
4,800
-3,600
-43% -$256K ﹤0.01% 3048
2022
Q4 		$545K Sell
8,400
-9,600
-53% -$623K ﹤0.01% 2907
2022
Q3 		$1.08M Buy
18,000
+13,872
+336% +$933K ﹤0.01% 2444
2022
Q2 		$263K Sell
4,128
-6,172
-60% -$424K ﹤0.01% 3525
2022
Q1 		$769K Sell
10,300
-1,700
-14% -$125K ﹤0.01% 2898
2021
Q4 		$913K Sell
12,000
-8,800
-42% -$667K ﹤0.01% 2716
2021
Q3 		$1.52M Buy
+20,800
New +$1.57M ﹤0.01% 2298
2019
Q2 		– Sell
-13,470
Closed -$628K – 3681
2019
Q1 		$628K Buy
+13,470
New +$609K ﹤0.01% 2858
2018
Q4 		– Sell
-6,270
Closed -$293K – 3516
2018
Q3 		$293K Buy
+6,270
New +$286K ﹤0.01% 3024
2018
Q2 		– Sell
-6,970
Closed -$289K – 3430
2018
Q1 		$289K Buy
+6,970
New +$303K ﹤0.01% 3088

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 $445B AUM 25.58% 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 $1.08B AUM 23.64% 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 $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jim Simons's MOAT Position: Q1 2026 in Review

Jim Simons opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026: 3,900 shares worth $377K. The stake represents ﹤0.01% of the portfolio and ranks #2718 among its holdings. This is a return to the name: Jim Simons previously reported a position in MOAT as recently as Q3 2025.

Jim Simons first reported a position in MOAT in Q1 2018 and has held it in 15 quarters since. The position peaked at $5.6M in Q2 2023. 723 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Jim Simons held 3,900 shares of VanEck Morningstar Wide Moat ETF worth $377K as of Q1 2026.
  • VanEck Morningstar Wide Moat ETF was a new Jim Simons position in Q1 2026.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2718 holding.
  • Jim Simons first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and has held it in 15 quarters since.
  • Jim Simons's VanEck Morningstar Wide Moat ETF position peaked at $5.6M in Q2 2023.
  • 723 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.