Kayne Anderson Rudnick Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Kayne Anderson Rudnick 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 Q2	$315K	Hold	3,030	–	–	﹤0.01%	510
2026 Q1	$293K	Hold	3,030	–	–	﹤0.01%	474
2025 Q4	$314K	Hold	3,030	–	–	﹤0.01%	478
2025 Q3	$300K	Hold	3,030	–	–	﹤0.01%	473
2025 Q2	$284K	Hold	3,030	–	–	﹤0.01%	476
2025 Q1	$267K	Hold	3,030	–	–	﹤0.01%	458
2024 Q4	$281K	Buy	+3,030	New	+$292K	﹤0.01%	438

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

Kayne Anderson Rudnick Investment Management's MOAT Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 3,030 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Kayne Anderson Rudnick Investment Management first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 3,030 shares of VanEck Morningstar Wide Moat ETF worth $315K as of Q2 2026.
Kayne Anderson Rudnick Investment Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #510 holding.
Kayne Anderson Rudnick Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.