Panoramic Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Panoramic Investment 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
2026 Q2	$3.25M	Sell	31,275 -400	-1%	-$40.4K	1.56%	18
2026 Q1	$3.06M	Buy	31,675 +123	+0.4%	+$12.8K	1.66%	14
2025 Q4	$3.27M	Sell	31,552 -1,148	-4%	-$117K	1.78%	12
2025 Q3	$3.24M	Sell	32,700 -950	-3%	-$92.7K	1.82%	13
2025 Q2	$3.16M	Sell	33,650 -3,125	-8%	-$274K	1.94%	12
2025 Q1	$3.24M	Sell	36,775 -3,886	-10%	-$358K	2.19%	9
2024 Q4	$3.77M	Sell	40,661 -2,495	-6%	-$240K	2.46%	8
2024 Q3	$4.18M	Buy	+43,156	New	+$3.95M	2.89%	7
2024 Q1	$4.77M	Sell	53,017 -251	-0.5%	-$21.5K	3.51%	7
2023 Q4	$4.52M	Buy	53,268 +2,808	+6%	+$218K	3.91%	4
2023 Q3	$3.83M	Buy	+50,460	New	+$4.02M	3.52%	6
2022 Q4	$3.15M	Buy	+48,473	New	+$3.14M	3.23%	7

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

Panoramic Investment Advisors's MOAT Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.3% in Q2 2026, selling an estimated $40.4K and leaving 31,275 shares worth $3.25M. The position accounts for 1.56% of the portfolio, ranked #18.

Panoramic Investment Advisors first reported a position in MOAT in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.77M in Q1 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Panoramic Investment Advisors held 31,275 shares of VanEck Morningstar Wide Moat ETF worth $3.25M as of Q2 2026.
Panoramic Investment Advisors sold 400 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $40.4K.
VanEck Morningstar Wide Moat ETF made up 1.56% of Panoramic Investment Advisors's portfolio in Q2 2026, its #18 holding.
Panoramic Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $4.77M in Q1 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.