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Orion Portfolio Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.62M Sell
41,133
-7,381
-15% -$679K 0.04% 456
2024
Q4 		$4.5M Sell
48,514
-33,884
-41% -$3.26M 0.04% 360
2024
Q3 		$7.99M Sell
82,398
-16,818
-17% -$1.54M 0.08% 240
2024
Q2 		$8.59M Buy
99,216
+825
+0.8% +$71.7K 0.09% 217
2024
Q1 		$8.85M Sell
98,391
-28,342
-22% -$2.43M 0.09% 215
2023
Q4 		$10.7M Sell
126,733
-12,245
-9% -$951K 0.12% 171
2023
Q3 		$10.5M Sell
138,978
-5,586
-4% -$445K 0.13% 159
2023
Q2 		$11.5M Buy
144,564
+48,470
+50% +$3.65M 0.12% 159
2023
Q1 		$7.09M Buy
96,094
+44,419
+86% +$3.15M 0.09% 200
2022
Q4 		$3.35M Buy
51,675
+14,844
+40% +$963K 0.12% 120
2022
Q3 		$2.21M Sell
36,831
-1,053
-3% -$70.8K 0.09% 146
2022
Q2 		$2.41M Buy
37,884
+1,534
+4% +$105K 0.1% 136
2022
Q1 		$2.71M Buy
36,350
+3,149
+9% +$232K 0.1% 137
2021
Q4 		$2.53M Buy
33,201
+9,725
+41% +$737K 0.08% 149
2021
Q3 		$1.72M Buy
23,476
+9,175
+64% +$691K 0.06% 182
2021
Q2 		$1.06M Sell
14,301
-1,280
-8% -$93.2K 0.04% 229
2021
Q1 		$1.08M Buy
15,581
+8,013
+106% +$528K 0.05% 192
2020
Q4 		$469K Buy
+7,568
New +$446K 0.02% 305
2020
Q3 		– Sell
-1,468
Closed -$77K – 1425
2020
Q2 		$77K Sell
1,468
-435
-23% -$21.7K ﹤0.01% 600
2020
Q1 		$83K Buy
1,903
+75
+4% +$3.86K 0.01% 479
2019
Q4 		$100K Buy
+1,828
New +$96.7K 0.01% 419

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Orion Portfolio Solutions's MOAT Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 15% in Q1 2025, selling an estimated $679K and leaving 41,133 shares worth $3.62M. The position accounts for 0.04% of the portfolio, ranked #456.

Orion Portfolio Solutions first reported a position in MOAT in Q4 2019 and has held it in 21 quarters since. The position peaked at $11.5M in Q2 2023. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • Orion Portfolio Solutions held 41,133 shares of VanEck Morningstar Wide Moat ETF worth $3.62M as of Q1 2025.
  • Orion Portfolio Solutions sold 7,381 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $679K.
  • VanEck Morningstar Wide Moat ETF made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #456 holding.
  • Orion Portfolio Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's VanEck Morningstar Wide Moat ETF position peaked at $11.5M in Q2 2023.
  • 706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.