&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 Q2	$12.9M	Sell	123,665 -3,117	-2%	-$315K	0.05%	320
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 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

&Partners's MOAT Position: Q2 2026 in Review

&Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.5% in Q2 2026, selling an estimated $315K and leaving 123,665 shares worth $12.9M. The position accounts for 0.05% of the portfolio, ranked #320.

&Partners first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

&Partners held 123,665 shares of VanEck Morningstar Wide Moat ETF worth $12.9M as of Q2 2026.
&Partners sold 3,117 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $315K.
VanEck Morningstar Wide Moat ETF made up 0.05% of &Partners's portfolio in Q2 2026, its #320 holding.
&Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.