NorthCrest Asset Manangement’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

NorthCrest Asset Manangement’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	$1.55M	Buy	14,710 +1,386	+10%	+$140K	0.04%	285
2026 Q1	$1.29M	Sell	13,324 -72,606	-84%	-$7.53M	0.04%	286
2025 Q4	$9.01M	Buy	85,930 +2,976	+4%	+$304K	0.2%	112
2025 Q3	$8.3M	Buy	82,954 +1,632	+2%	+$159K	0.2%	113
2025 Q2	$7.88M	Buy	81,322 +448	+0.6%	+$39.3K	0.21%	111
2025 Q1	$7.12M	Buy	80,874 +7,101	+10%	+$653K	0.22%	113
2024 Q4	$6.84M	Buy	73,773 +1,657	+2%	+$160K	0.2%	116
2024 Q3	$6.99M	Buy	72,116 +1,823	+3%	+$167K	0.21%	119
2024 Q2	$6.09M	Buy	70,293 +196	+0.3%	+$17K	0.2%	127
2024 Q1	$6.3M	Sell	70,097 -46	-0.1%	-$3.95K	0.21%	127
2023 Q4	$5.95M	Sell	70,143 -163	-0.2%	-$12.7K	0.23%	122
2023 Q3	$5.33M	Sell	70,306 -6,373	-8%	-$507K	0.22%	130
2023 Q2	$6.12M	Sell	76,679 -947	-1%	-$71.3K	0.24%	120
2023 Q1	$5.73M	Buy	+77,626	New	+$5.51M	0.24%	120

Other funds holding MOAT

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

NorthCrest Asset Manangement's MOAT Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 10% in Q2 2026, buying an estimated $140K and bringing the position to 14,710 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #285.

NorthCrest Asset Manangement first reported a position in MOAT in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.01M in Q4 2025. 118 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

NorthCrest Asset Manangement held 14,710 shares of VanEck Morningstar Wide Moat ETF worth $1.55M as of Q2 2026.
NorthCrest Asset Manangement bought 1,386 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $140K.
VanEck Morningstar Wide Moat ETF made up 0.04% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #285 holding.
NorthCrest Asset Manangement first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 14 quarters since.
NorthCrest Asset Manangement's VanEck Morningstar Wide Moat ETF position peaked at $9.01M in Q4 2025.
118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.