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

Orion Capital 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	$416	Sell	4 -10	-71%	-$1.01K	﹤0.01%	507
2026 Q1	$1.35K	Hold	14	–	–	﹤0.01%	452
2025 Q4	$1.45K	Buy	+14	New	+$1.43K	﹤0.01%	471

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

Orion Capital Management's MOAT Position: Q2 2026 in Review

Orion Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 71% in Q2 2026, selling an estimated $1.01K and leaving 4 shares worth $416. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Orion Capital Management first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.45K in Q4 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Orion Capital Management held 4 shares of VanEck Morningstar Wide Moat ETF worth $416 as of Q2 2026.
Orion Capital Management sold 10 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.01K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #507 holding.
Orion Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
Orion Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $1.45K in Q4 2025.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.