OWP
Obermeyer Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25M | Sell |
266,054
-615,158
| -70% | -$57.7M | 1.24% | 31 |
|
|
2025
Q1 | $77.5M | Buy |
881,212
+29,800
| +4% | +$2.62M | 4.14% | 5 |
|
|
2024
Q4 | $78.9M | Buy |
851,412
+30,535
| +4% | +$2.83M | 4.11% | 5 |
|
|
2024
Q3 | $79.6M | Buy |
820,877
+20,357
| +3% | +$1.97M | 4.26% | 5 |
|
|
2024
Q2 | $69.3M | Buy |
800,520
+31,485
| +4% | +$2.73M | 3.97% | 6 |
|
|
2024
Q1 | $69.1M | Buy |
769,035
+67,026
| +10% | +$6.03M | 4.07% | 5 |
|
|
2023
Q4 | $59.6M | Buy |
702,009
+56,437
| +9% | +$4.79M | 4.07% | 6 |
|
|
2023
Q3 | $49M | Buy |
645,572
+71,245
| +12% | +$5.4M | 3.64% | 8 |
|
|
2023
Q2 | $45.8M | Buy |
+574,327
| New | +$45.8M | 3.29% | 9 |
|