Ken Fisher’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ken Fisher’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	$212K	Buy	+2,194	New	+$227K	﹤0.01%	977
2024 Q3	–	Sell	-2,898	Closed	-$251K	–	981
2024 Q2	$251K	Buy	+2,898	New	+$252K	﹤0.01%	911
2024 Q1	–	Sell	-5,213	Closed	-$442K	–	1018
2023 Q4	$442K	Buy	+5,213	New	+$405K	﹤0.01%	799
2019 Q3	–	Sell	-13,118	Closed	-$630K	–	857
2019 Q2	$630K	Buy	+13,118	New	+$621K	﹤0.01%	644

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ken Fisher's MOAT Position: Q1 2026 in Review

Ken Fisher opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026: 2,194 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings. This is a return to the name: Ken Fisher previously reported a position in MOAT as recently as Q2 2024.

Ken Fisher first reported a position in MOAT in Q2 2019 and has held it in 4 quarters since. The position peaked at $630K in Q2 2019. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Ken Fisher held 2,194 shares of VanEck Morningstar Wide Moat ETF worth $212K as of Q1 2026.
VanEck Morningstar Wide Moat ETF was a new Ken Fisher position in Q1 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #977 holding.
Ken Fisher first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and has held it in 4 quarters since.
Ken Fisher's VanEck Morningstar Wide Moat ETF position peaked at $630K in Q2 2019.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.