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Kelman-Lazarov Inc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Kelman-Lazarov Inc’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 		$58.5M Buy
562,820
+1,795
+0.3% +$181K 7.67% 3
2026
Q1 		$54.3M Buy
561,025
+5,005
+0.9% +$519K 7.78% 3
2025
Q4 		$57.6M Buy
556,020
+4,855
+0.9% +$496K 8.22% 3
2025
Q3 		$54.6M Buy
551,165
+3,636
+0.7% +$355K 8.1% 3
2025
Q2 		$51.4M Buy
547,529
+10,448
+2% +$917K 8.32% 3
2025
Q1 		$47.3M Buy
537,081
+11,553
+2% +$1.06M 8.58% 2
2024
Q4 		$48.7M Sell
525,528
-22,465
-4% -$2.16M 8.77% 3
2024
Q3 		$53.1M Buy
547,993
+6,582
+1% +$602K 9.14% 2
2024
Q2 		$46.9M Sell
541,411
-3,599
-0.7% -$313K 8.74% 3
2024
Q1 		$49M Buy
545,010
+3,533
+0.7% +$303K 9.58% 2
2023
Q4 		$46M Sell
541,477
-4,364
-0.8% -$339K 9.95% 2
2023
Q3 		$41.4M Buy
545,841
+5,500
+1% +$438K 9.79% 2
2023
Q2 		$43.1M Buy
540,341
+13,199
+3% +$993K 10.37% 2
2023
Q1 		$38.9M Sell
527,142
-1,774
-0.3% -$126K 10.1% 2
2022
Q4 		$34.3M Buy
528,916
+12,470
+2% +$809K 9.66% 2
2022
Q3 		$31M Buy
516,446
+3,735
+0.7% +$251K 10.54% 2
2022
Q2 		$32.7M Sell
512,711
-3,374
-0.7% -$232K 11.04% 2
2022
Q1 		$38.6M Buy
516,085
+8,067
+2% +$594K 12.83% 2
2021
Q4 		$38.7M Buy
508,018
+10,516
+2% +$797K 12.44% 3
2021
Q3 		$36.4M Buy
497,502
+27,889
+6% +$2.1M 12.76% 2
2021
Q2 		$34.8M Buy
469,613
+102,737
+28% +$7.48M 12.14% 3
2021
Q1 		$25.4M Sell
366,876
-722
-0.2% -$47.6K 9.06% 3
2020
Q4 		$22.8M Sell
367,598
-5,302
-1% -$312K 8.74% 4
2020
Q3 		$20.4M Sell
372,900
-9,372
-2% -$512K 9.25% 4
2020
Q2 		$20M Sell
382,272
-38,786
-9% -$1.93M 9.25% 3
2020
Q1 		$18.4M Buy
421,058
+85,897
+26% +$4.42M 9.87% 4
2019
Q4 		$18.4M Buy
335,161
+36,049
+12% +$1.91M 8.26% 3
2019
Q3 		$15M Buy
299,112
+3,672
+1% +$180K 7.39% 4
2019
Q2 		$14.2M Buy
295,440
+8,878
+3% +$420K 7.27% 4
2019
Q1 		$13.4M Buy
286,562
+17,227
+6% +$779K 7.05% 3
2018
Q4 		$11.1M Buy
269,335
+9,500
+4% +$422K 6.9% 2
2018
Q3 		$12.1M Sell
259,835
-1,566
-0.6% -$71.5K 7.11% 1
2018
Q2 		$11.4M Buy
261,401
+8,240
+3% +$351K 6.11% 1
2018
Q1 		$10.5M Buy
253,161
+548
+0.2% +$23.8K 5.64% 3
2017
Q4 		$10.7M Buy
252,613
+7,978
+3% +$329K 5.48% 2
2017
Q3 		$9.87M Buy
244,635
+19,001
+8% +$752K 5.21% 2
2017
Q2 		$8.92M Buy
225,634
+19,396
+9% +$744K 4.89% 2
2017
Q1 		$7.74M Buy
206,238
+14,173
+7% +$522K 4.98% 1
2016
Q4 		$6.69M Buy
192,065
+12,065
+7% +$416K 3.77% 2
2016
Q3 		$6.09M Buy
180,000
+20,995
+13% +$717K 3.45% 3
2016
Q2 		$5.22M Buy
159,005
+25,750
+19% +$829K 2.98% 3
2016
Q1 		$4.13M Buy
+133,255
New +$3.81M 2.42% 7

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

Kelman-Lazarov Inc's MOAT Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.32% in Q2 2026, buying an estimated $181K and bringing the position to 562,820 shares worth $58.5M. The position accounts for 7.67% of the portfolio, ranked #3.

Kelman-Lazarov Inc first reported a position in MOAT in Q1 2016 and has held it in 42 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Kelman-Lazarov Inc held 562,820 shares of VanEck Morningstar Wide Moat ETF worth $58.5M as of Q2 2026.
  • Kelman-Lazarov Inc bought 1,795 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $181K.
  • VanEck Morningstar Wide Moat ETF made up 7.67% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #3 holding.
  • Kelman-Lazarov Inc first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2016 and has held it in 42 quarters since.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.