Pathstone Holdings
MOAT icon

Pathstone Holdings’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Pathstone Holdings’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 		– Sell
-91,826
Closed -$8.88M – 2391
2026
Q1 		$8.88M Sell
91,826
-67,062
-42% -$6.95M 0.04% 378
2025
Q4 		$16.5M Buy
+158,888
New +$16.2M 0.06% 211

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MFIM
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Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pathstone Holdings's MOAT Position: Q2 2026 in Review

Pathstone Holdings sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 91,826 shares — an estimated $8.88M sold.

Pathstone Holdings first reported a position in MOAT in Q4 2025 and held it in 2 quarters. The position peaked at $16.5M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Pathstone Holdings reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Pathstone Holdings sold 91,826 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $8.88M.
  • Pathstone Holdings first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and held it in 2 quarters.
  • Pathstone Holdings's VanEck Morningstar Wide Moat ETF position peaked at $16.5M in Q4 2025.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.