Obermeyer Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Obermeyer Wealth Partners’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	$3.09M	Sell	29,714 -16,891	-36%	-$1.71M	0.13%	59
2026 Q1	$4.51M	Sell	46,605 -113,588	-71%	-$11.8M	0.21%	49
2025 Q4	$16.6M	Sell	160,193 -1,550	-1%	-$158K	0.76%	36
2025 Q3	$16M	Sell	161,743 -104,311	-39%	-$10.2M	0.75%	36
2025 Q2	$25M	Sell	266,054 -615,158	-70%	-$54M	1.24%	31
2025 Q1	$77.5M	Buy	881,212 +29,800	+4%	+$2.74M	4.14%	5
2024 Q4	$78.9M	Buy	851,412 +30,535	+4%	+$2.94M	4.11%	5
2024 Q3	$79.6M	Buy	820,877 +20,357	+3%	+$1.86M	4.26%	5
2024 Q2	$69.3M	Buy	800,520 +31,485	+4%	+$2.74M	3.97%	6
2024 Q1	$69.1M	Buy	769,035 +67,026	+10%	+$5.75M	4.07%	5
2023 Q4	$59.6M	Buy	702,009 +56,437	+9%	+$4.38M	4.07%	6
2023 Q3	$49M	Buy	645,572 +71,245	+12%	+$5.67M	3.64%	8
2023 Q2	$45.8M	Buy	+574,327	New	+$43.2M	3.29%	9

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

Obermeyer Wealth Partners's MOAT Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 36% in Q2 2026, selling an estimated $1.71M and leaving 29,714 shares worth $3.09M. The position accounts for 0.13% of the portfolio, ranked #59.

Obermeyer Wealth Partners first reported a position in MOAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $79.6M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Obermeyer Wealth Partners held 29,714 shares of VanEck Morningstar Wide Moat ETF worth $3.09M as of Q2 2026.
Obermeyer Wealth Partners sold 16,891 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.71M.
VanEck Morningstar Wide Moat ETF made up 0.13% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #59 holding.
Obermeyer Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 13 quarters since.
Obermeyer Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $79.6M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.