Maridea Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Maridea Wealth 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	$509K	Sell	4,894 -1,334	-21%	-$135K	0.06%	297
2026 Q1	$602K	Sell	6,228 -1,687	-21%	-$175K	0.09%	226
2025 Q4	$820K	Sell	7,915 -1,055	-12%	-$108K	0.12%	175
2025 Q3	$911K	Sell	8,970 -1,328	-13%	-$130K	0.14%	149
2025 Q2	$966K	Sell	10,298 -16,386	-61%	-$1.44M	0.25%	81
2025 Q1	$2.35M	Sell	26,684 -4,783	-15%	-$440K	0.77%	27
2024 Q4	$2.92M	Buy	+31,467	New	+$3.03M	0.94%	19

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

Maridea Wealth Management's MOAT Position: Q2 2026 in Review

Maridea Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 21% in Q2 2026, selling an estimated $135K and leaving 4,894 shares worth $509K. The position accounts for 0.06% of the portfolio, ranked #297.

Maridea Wealth Management first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.92M in Q4 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Maridea Wealth Management held 4,894 shares of VanEck Morningstar Wide Moat ETF worth $509K as of Q2 2026.
Maridea Wealth Management sold 1,334 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $135K.
VanEck Morningstar Wide Moat ETF made up 0.06% of Maridea Wealth Management's portfolio in Q2 2026, its #297 holding.
Maridea Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $2.92M in Q4 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.