P
MOAT icon

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

&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
Q1 		$12.3M Buy
126,782
+9,694
+8% +$1M 0.06% 286
2025
Q4 		$12.1M Buy
117,088
+3,876
+3% +$396K 0.06% 268
2025
Q3 		$11.3M Buy
113,212
+20,298
+22% +$1.98M 0.07% 245
2025
Q2 		$8.71M Sell
92,914
-5,463
-6% -$479K 0.07% 258
2025
Q1 		$8.52M Sell
98,377
-2,034
-2% -$187K 0.09% 215
2024
Q4 		$9.3M Buy
100,411
+8,682
+9% +$836K 0.11% 181
2024
Q3 		$8.97M Buy
91,729
+5,330
+6% +$487K 0.17% 132
2024
Q2 		$7.48M Buy
86,399
+28,339
+49% +$2.46M 0.33% 76
2024
Q1 		$5.23M Buy
58,060
+27,928
+93% +$2.4M 0.72% 22
2023
Q4 		$2.51M Buy
+30,132
New +$2.34M 0.61% 38

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return