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Patten Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Patten Group’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 		$480K Sell
4,968
-1,404
-22% -$146K 0.08% 201
2025
Q4 		$660K Sell
6,372
-1,416
-18% -$145K 0.12% 169
2025
Q3 		$772K Sell
7,788
-2,659
-25% -$259K 0.15% 153
2025
Q2 		$980K Sell
10,447
-3,278
-24% -$288K 0.21% 135
2025
Q1 		$1.21M Sell
13,725
-1,744
-11% -$160K 0.28% 107
2024
Q4 		$1.43M Sell
15,469
-101
-0.6% -$9.73K 0.32% 92
2024
Q3 		$1.51M Sell
15,570
-586
-4% -$53.6K 0.34% 89
2024
Q2 		$1.4M Sell
16,156
-813
-5% -$70.6K 0.33% 89
2024
Q1 		$1.53M Sell
16,969
-464
-3% -$39.8K 0.38% 78
2023
Q4 		$1.48M Buy
17,433
+2,322
+15% +$180K 0.4% 71
2023
Q3 		$1.15M Buy
15,111
+354
+2% +$28.2K 0.34% 88
2023
Q2 		$1.18M Buy
14,757
+676
+5% +$50.9K 0.17% 87
2023
Q1 		$1.04M Sell
14,081
-313
-2% -$22.2K 0.31% 93
2022
Q4 		$934K Buy
14,394
+144
+1% +$9.34K 0.29% 103
2022
Q3 		$874K Buy
14,250
+53
+0.4% +$3.56K 0.3% 101
2022
Q2 		$940K Sell
14,197
-90
-0.6% -$6.18K 0.3% 102
2022
Q1 		$1.07M Sell
14,287
-148
-1% -$10.9K 0.3% 99
2021
Q4 		$1.1M Buy
14,435
+729
+5% +$55.2K 0.29% 101
2021
Q3 		$1M Buy
13,706
+22
+0.2% +$1.66K 0.3% 101
2021
Q2 		$1.01M Buy
13,684
+1,181
+9% +$86K 0.3% 100
2021
Q1 		$866K Buy
12,503
+179
+1% +$11.8K 0.28% 100
2020
Q4 		$764K Sell
12,324
-1,034
-8% -$60.9K 0.21% 109
2020
Q3 		$729K Buy
13,358
+100
+0.8% +$5.46K 0.28% 94
2020
Q2 		$692K Buy
13,258
+850
+7% +$42.3K 0.3% 94
2020
Q1 		$543K Sell
12,408
-7,691
-38% -$395K 0.28% 101
2019
Q4 		$1.1M Buy
20,099
+5,220
+35% +$276K 0.41% 78
2019
Q3 		$746K Sell
14,879
-30
-0.2% -$1.47K 0.3% 99
2019
Q2 		$716K Buy
14,909
+1,227
+9% +$58.1K 0.29% 100
2019
Q1 		$638K Buy
13,682
+2,845
+26% +$129K 0.27% 102
2018
Q4 		$446K Buy
10,837
+1,614
+17% +$71.8K 0.21% 112
2018
Q3 		$431K Buy
9,223
+1,065
+13% +$48.6K 0.16% 131
2018
Q2 		$355K Buy
8,158
+1,905
+30% +$81.1K 0.14% 140
2018
Q1 		$259K Buy
6,253
+3,235
+107% +$140K 0.11% 174
2017
Q4 		$128K Buy
3,018
+2,698
+843% +$111K 0.05% 226
2017
Q3 		$13K Hold
320
– – 0.01% 457
2017
Q2 		$13K Hold
320
– – 0.01% 471
2017
Q1 		$12K Hold
320
– – 0.01% 450
2016
Q4 		$11K Hold
320
– – ﹤0.01% 450
2016
Q3 		$10.7K Hold
320
– – 0.01% 466
2016
Q2 		$10.4K Sell
320
-127
-28% -$4.09K ﹤0.01% 455
2016
Q1 		$13.8K Hold
447
– – 0.01% 447
2015
Q4 		$13K Buy
447
+2
+0.4% +$59 0.01% 466
2015
Q3 		$12.4K Hold
445
– – 0.01% 415
2015
Q2 		$13.7K Buy
+445
New +$13.9K 0.01% 413

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 $377B 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 $6.37B AUM 23.22% 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 $530B 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 $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Patten Group's MOAT Position: Q1 2026 in Review

Patten Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 22% in Q1 2026, selling an estimated $146K and leaving 4,968 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #201.

Patten Group first reported a position in MOAT in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.53M in Q1 2024. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Patten Group held 4,968 shares of VanEck Morningstar Wide Moat ETF worth $480K as of Q1 2026.
  • Patten Group sold 1,404 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $146K.
  • VanEck Morningstar Wide Moat ETF made up 0.08% of Patten Group's portfolio in Q1 2026, its #201 holding.
  • Patten Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2015 and has held it in 44 quarters since.
  • Patten Group's VanEck Morningstar Wide Moat ETF position peaked at $1.53M in Q1 2024.
  • 720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.