Moors & Cabot
MOAT icon

Moors & Cabot’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Moors & Cabot’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 		$662K Sell
6,263
-139
-2% -$15.2K 0.03% 486
2026
Q2 		$666K Buy
6,402
+184
+3% +$18.6K 0.03% 486
2026
Q1 		$601K Sell
6,218
-295
-5% -$30.6K 0.03% 496
2025
Q4 		$674K Buy
6,513
+6
+0.1% +$613 0.03% 458
2025
Q3 		$645K Buy
6,507
+20
+0.3% +$1.95K 0.03% 454
2025
Q2 		$608K Sell
6,487
-60
-0.9% -$5.26K 0.03% 458
2025
Q1 		$576K Buy
6,547
+250
+4% +$23K 0.03% 445
2024
Q4 		$584K Buy
6,297
+20
+0.3% +$1.93K 0.03% 458
2024
Q3 		$609K Buy
6,277
+465
+8% +$42.5K 0.03% 441
2024
Q2 		$503K Sell
5,812
-100
-2% -$8.69K 0.03% 487
2024
Q1 		$531K Sell
5,912
-650
-10% -$55.8K 0.03% 479
2023
Q4 		$557K Buy
6,562
+1,091
+20% +$84.7K 0.03% 434
2023
Q3 		$415K Buy
5,471
+1,699
+45% +$135K 0.03% 491
2023
Q2 		$301K Buy
3,772
+626
+20% +$47.1K 0.02% 612
2023
Q1 		$232K Buy
3,146
+15
+0.5% +$1.06K 0.02% 700
2022
Q4 		$203K Buy
+3,131
New +$203K 0.01% 739
2022
Q2 		– Sell
-4,882
Closed -$365K – 878
2022
Q1 		$365K Buy
4,882
+804
+20% +$59.2K 0.02% 574
2021
Q4 		$310K Buy
4,078
+3
+0.1% +$227 0.02% 615
2021
Q3 		$298K Buy
+4,075
New +$307K 0.02% 602
2020
Q2 		– Sell
-14,149
Closed -$613K – 689
2020
Q1 		$613K Buy
14,149
+1,100
+8% +$56.6K 0.09% 209
2019
Q4 		$706K Sell
13,049
-30,166
-70% -$1.6M 0.07% 264
2019
Q3 		$2.17M Buy
43,215
+5,935
+16% +$291K 0.24% 107
2019
Q2 		$1.79M Buy
37,280
+1,036
+3% +$49.1K 0.23% 109
2019
Q1 		$1.69M Buy
36,244
+28,512
+369% +$1.29M 0.23% 111
2018
Q4 		$312K Sell
7,732
-656
-8% -$29.2K 0.05% 355
2018
Q3 		$395K Buy
8,388
+2,750
+49% +$125K 0.05% 370
2018
Q2 		$248K Hold
5,638
– – 0.03% 468
2018
Q1 		$234K Buy
+5,638
New +$245K 0.03% 499

Other funds holding MOAT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Kelman-Lazarov Inc
Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Leelyn Smith
Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Moors & Cabot's MOAT Position: Q3 2026 in Review

Moors & Cabot reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.2% in Q3 2026, selling an estimated $15.2K and leaving 6,263 shares worth $662K. The position accounts for 0.03% of the portfolio, ranked #486.

Moors & Cabot first reported a position in MOAT in Q1 2018 and has held it in 28 quarters since. The position peaked at $2.17M in Q3 2019. 458 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Moors & Cabot held 6,263 shares of VanEck Morningstar Wide Moat ETF worth $662K as of Q3 2026.
  • Moors & Cabot sold 139 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $15.2K.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Moors & Cabot's portfolio in Q3 2026, its #486 holding.
  • Moors & Cabot first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and has held it in 28 quarters since.
  • Moors & Cabot's VanEck Morningstar Wide Moat ETF position peaked at $2.17M in Q3 2019.
  • 458 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.