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

Medallion Wealth 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 Q1	$205K	Sell	2,121 -654	-24%	-$67.8K	0.07%	247
2025 Q4	$288K	Sell	2,775 -244	-8%	-$24.9K	0.1%	196
2025 Q3	$299K	Sell	3,019 -120	-4%	-$11.7K	0.11%	182
2025 Q2	$299K	Sell	3,139 -1,344	-30%	-$118K	0.12%	173
2025 Q1	$393K	Buy	4,483 +2,128	+90%	+$196K	0.18%	123
2024 Q4	$217K	Buy	+2,355	New	+$227K	0.11%	181

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 $6.37B AUM 23.22% 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

Medallion Wealth Advisors's MOAT Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 24% in Q1 2026, selling an estimated $67.8K and leaving 2,121 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #247.

Medallion Wealth Advisors first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $393K in Q1 2025. 719 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Medallion Wealth Advisors held 2,121 shares of VanEck Morningstar Wide Moat ETF worth $205K as of Q1 2026.
Medallion Wealth Advisors sold 654 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $67.8K.
VanEck Morningstar Wide Moat ETF made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #247 holding.
Medallion Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $393K in Q1 2025.
719 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.