Palo Alto Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Palo Alto Wealth Advisors’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 Q3	$11.6M	Sell	114,061 -13,469	-11%	-$1.31M	3.38%	6
2025 Q2	$12M	Sell	127,530 -17,462	-12%	-$1.53M	4.52%	6
2025 Q1	$13.2M	Sell	144,992 -161,682	-53%	-$14.9M	5.14%	5
2024 Q4	$28.4M	Sell	306,674 -4,566	-1%	-$440K	9.98%	3
2024 Q3	$30.2M	Sell	311,240 -6,531	-2%	-$597K	12.5%	3
2024 Q2	$27.5M	Sell	317,771 -3,862	-1%	-$336K	19.02%	1
2024 Q1	$28.9M	Buy	321,633 +16,615	+5%	+$1.43M	20.39%	1
2023 Q4	$25.9M	Buy	305,018 +7,440	+3%	+$578K	19.57%	1
2023 Q3	$22.6M	Buy	297,578 +11,648	+4%	+$928K	18.83%	1
2023 Q2	$22.8M	Buy	285,930 +11,546	+4%	+$869K	18.21%	1
2023 Q1	$20.3M	Buy	274,384 +14,661	+6%	+$1.04M	16.23%	1
2022 Q4	$16.9M	Buy	+259,723	New	+$16.8M	14.37%	1

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Palo Alto Wealth Advisors's MOAT Position: Q3 2025 in Review

Palo Alto Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q3 2025, selling an estimated $1.31M and leaving 114,061 shares worth $11.6M. The position accounts for 3.38% of the portfolio, ranked #6.

Palo Alto Wealth Advisors first reported a position in MOAT in Q4 2022 and has held it in 12 quarters since. The position peaked at $30.2M in Q3 2024. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Palo Alto Wealth Advisors held 114,061 shares of VanEck Morningstar Wide Moat ETF worth $11.6M as of Q3 2025.
Palo Alto Wealth Advisors sold 13,469 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $1.31M.
VanEck Morningstar Wide Moat ETF made up 3.38% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #6 holding.
Palo Alto Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 12 quarters since.
Palo Alto Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $30.2M in Q3 2024.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.