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 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 $1.66T 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 $6.18B AUM 18.43% 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 $71.6B AUM 21.08% 1-Year Est. Return

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

Maridea Wealth Management's MOAT Position: Q1 2026 in Review

Maridea Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 21% in Q1 2026, selling an estimated $175K and leaving 6,228 shares worth $602K. The position accounts for 0.09% of the portfolio, ranked #226.

Maridea Wealth Management first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.92M in Q4 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Maridea Wealth Management held 6,228 shares of VanEck Morningstar Wide Moat ETF worth $602K as of Q1 2026.
Maridea Wealth Management sold 1,687 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $175K.
VanEck Morningstar Wide Moat ETF made up 0.09% of Maridea Wealth Management's portfolio in Q1 2026, its #226 holding.
Maridea Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $2.92M in Q4 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.