OC
MOAT icon

Oakworth Capital’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Oakworth Capital’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
2025
Q2 		– Sell
-1,283
Closed -$113K – 683
2025
Q1 		$113K Hold
1,283
– – 0.01% 270
2024
Q4 		$119K Buy
+1,283
New +$124K 0.01% 262

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oakworth Capital's MOAT Position: Q2 2025 in Review

Oakworth Capital sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 1,283 shares — an estimated $113K sold.

Oakworth Capital first reported a position in MOAT in Q4 2024 and held it in 2 quarters. The position peaked at $119K in Q4 2024. 693 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

  • Oakworth Capital reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
  • Oakworth Capital sold 1,283 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $113K.
  • Oakworth Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and held it in 2 quarters.
  • Oakworth Capital's VanEck Morningstar Wide Moat ETF position peaked at $119K in Q4 2024.
  • 693 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Oakworth Capital's 13F filing for Q2 2025, filed 17 Jul 2025.