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 Q3	$499K	Sell	4,720 -174	-4%	-$19K	0.05%	343
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Maridea Wealth Management's MOAT Position: Q3 2026 in Review

Maridea Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.6% in Q3 2026, selling an estimated $19K and leaving 4,720 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #343.

Maridea Wealth Management first reported a position in MOAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.92M in Q4 2024. 568 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Maridea Wealth Management held 4,720 shares of VanEck Morningstar Wide Moat ETF worth $499K as of Q3 2026.
Maridea Wealth Management sold 174 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $19K.
VanEck Morningstar Wide Moat ETF made up 0.05% of Maridea Wealth Management's portfolio in Q3 2026, its #343 holding.
Maridea Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 8 quarters since.
Maridea Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $2.92M in Q4 2024.
568 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.