North Star Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

North Star Investment 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 Q2	$50K	Hold	481	–	–	﹤0.01%	742
2026 Q1	$46.5K	Buy	+481	New	+$49.9K	﹤0.01%	745
2022 Q4	–	Sell	-114	Closed	-$7K	–	1328
2022 Q3	$7K	Buy	+114	New	+$7.67K	﹤0.01%	865

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

North Star Investment Management's MOAT Position: Q2 2026 in Review

North Star Investment Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 481 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

North Star Investment Management first reported a position in MOAT in Q3 2022 and has held it in 3 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

North Star Investment Management held 481 shares of VanEck Morningstar Wide Moat ETF worth $50K as of Q2 2026.
North Star Investment Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #742 holding.
North Star Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and has held it in 3 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.