Mariner
MOAT icon

Mariner’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Mariner’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 		$14.8M Sell
142,289
-136,378
-49% -$13.8M 0.02% 584
2026
Q1 		$26.9M Buy
278,667
+107,831
+63% +$11.2M 0.03% 390
2025
Q4 		$17.7M Buy
170,836
+8,013
+5% +$818K 0.02% 487
2025
Q3 		$16.1M Sell
162,823
-17,742
-10% -$1.73M 0.02% 474
2025
Q2 		$16.9M Buy
180,565
+2,010
+1% +$176K 0.02% 459
2025
Q1 		$15.7M Sell
178,555
-4,381
-2% -$403K 0.03% 431
2024
Q4 		$17M Buy
182,936
+12,743
+7% +$1.23M 0.03% 403
2024
Q3 		$16.5M Buy
170,193
+6,503
+4% +$595K 0.03% 404
2024
Q2 		$14.2M Buy
163,690
+37,930
+30% +$3.3M 0.03% 412
2024
Q1 		$11.3M Sell
125,760
-7,121
-5% -$611K 0.02% 477
2023
Q4 		$11.3M Sell
132,881
-7,062
-5% -$548K 0.03% 438
2023
Q3 		$10.6M Buy
139,943
+3,487
+3% +$278K 0.03% 417
2023
Q2 		$10.9M Buy
136,456
+56,536
+71% +$4.26M 0.03% 411
2023
Q1 		$5.9M Sell
79,920
-26,051
-25% -$1.85M 0.02% 577
2022
Q4 		$6.88M Buy
105,971
+87,821
+484% +$5.7M 0.02% 499
2022
Q3 		$1.09M Sell
18,150
-4,978
-22% -$335K ﹤0.01% 1014
2022
Q2 		$1.47M Buy
+23,128
New +$1.59M 0.01% 794
2016
Q4 		– Sell
-311
Closed -$11K – 703
2016
Q3 		$11K Buy
+311
New +$10.6K ﹤0.01% 728

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

Mariner's MOAT Position: Q2 2026 in Review

Mariner reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 49% in Q2 2026, selling an estimated $13.8M and leaving 142,289 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #584.

Mariner first reported a position in MOAT in Q3 2016 and has held it in 18 quarters since. The position peaked at $26.9M in Q1 2026. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Mariner held 142,289 shares of VanEck Morningstar Wide Moat ETF worth $14.8M as of Q2 2026.
  • Mariner sold 136,378 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $13.8M.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Mariner's portfolio in Q2 2026, its #584 holding.
  • Mariner first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2016 and has held it in 18 quarters since.
  • Mariner's VanEck Morningstar Wide Moat ETF position peaked at $26.9M in Q1 2026.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.