Lido Advisors
MOAT icon

Lido Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Lido Advisors’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 		$3.9M Sell
37,542
-2,136
-5% -$216K 0.01% 569
2026
Q1 		$3.84M Sell
39,678
-11,356
-22% -$1.18M 0.01% 521
2025
Q4 		$5.07M Buy
51,034
+1,601
+3% +$164K 0.02% 461
2025
Q3 		$4.9M Sell
49,433
-2,934
-6% -$286K 0.02% 447
2025
Q2 		$4.91M Sell
52,367
-3,429
-6% -$301K 0.02% 379
2025
Q1 		$4.91M Sell
55,796
-4,663
-8% -$429K 0.02% 342
2024
Q4 		$5.61M Sell
60,459
-2,703
-4% -$260K 0.03% 307
2024
Q3 		$6.12M Buy
63,162
+1,709
+3% +$156K 0.03% 279
2024
Q2 		$5.32M Buy
61,453
+2,315
+4% +$201K 0.03% 277
2024
Q1 		$5.32M Sell
59,138
-2,710
-4% -$233K 0.03% 277
2023
Q4 		$5.25M Buy
61,848
+23,008
+59% +$1.79M 0.04% 256
2023
Q3 		$2.95M Sell
38,840
-2,546
-6% -$203K 0.02% 314
2023
Q2 		$3.3M Buy
41,386
+32,295
+355% +$2.43M 0.02% 282
2023
Q1 		$671K Buy
9,091
+2,073
+30% +$147K 0.01% 585
2022
Q4 		$456K Buy
7,018
+2,496
+55% +$162K 0.01% 626
2022
Q3 		$271K Sell
4,522
-100
-2% -$6.72K ﹤0.01% 790
2022
Q2 		$294K Buy
4,622
+100
+2% +$6.86K ﹤0.01% 750
2022
Q1 		$337K Sell
4,522
-601
-12% -$44.3K ﹤0.01% 765
2021
Q4 		$389K Buy
5,123
+601
+13% +$45.5K ﹤0.01% 705
2021
Q3 		$331K Sell
4,522
-1,456
-24% -$110K ﹤0.01% 725
2021
Q2 		$443K Sell
5,978
-971
-14% -$70.7K 0.01% 580
2021
Q1 		$481K Buy
6,949
+1,000
+17% +$65.9K 0.01% 510
2020
Q4 		$368K Buy
+5,949
New +$350K 0.01% 564

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

Lido Advisors's MOAT Position: Q2 2026 in Review

Lido Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.4% in Q2 2026, selling an estimated $216K and leaving 37,542 shares worth $3.9M. The position accounts for 0.01% of the portfolio, ranked #569.

Lido Advisors first reported a position in MOAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.12M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Lido Advisors held 37,542 shares of VanEck Morningstar Wide Moat ETF worth $3.9M as of Q2 2026.
  • Lido Advisors sold 2,136 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $216K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #569 holding.
  • Lido Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 23 quarters since.
  • Lido Advisors's VanEck Morningstar Wide Moat ETF position peaked at $6.12M in Q3 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.