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

Northeast 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	$345K	Hold	3,316	–	–	0.01%	169
2026 Q1	$321K	Hold	3,316	–	–	0.01%	165
2025 Q4	$343K	Hold	3,316	–	–	0.01%	156
2025 Q3	$329K	Hold	3,316	–	–	0.01%	149
2025 Q2	$311K	Hold	3,316	–	–	0.01%	153
2025 Q1	$292K	Hold	3,316	–	–	0.01%	158
2024 Q4	$307K	Buy	+3,316	New	+$319K	0.01%	160

Other funds holding MOAT

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

WMWM

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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

Northeast Investment Management's MOAT Position: Q2 2026 in Review

Northeast Investment Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 3,316 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #169.

Northeast Investment Management first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 278 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Northeast Investment Management held 3,316 shares of VanEck Morningstar Wide Moat ETF worth $345K as of Q2 2026.
Northeast 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 Northeast Investment Management's portfolio in Q2 2026, its #169 holding.
Northeast Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
278 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.