Patton Albertson Miller Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Patton Albertson Miller 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 Q2	$3.34M	Sell	32,142 -11,558	-26%	-$1.17M	0.33%	78
2026 Q1	$4.23M	Sell	43,700 -887	-2%	-$91.9K	0.5%	62
2025 Q4	$4.62M	Sell	44,587 -6,350	-12%	-$648K	0.54%	58
2025 Q3	$5.05M	Sell	50,937 -7,925	-13%	-$773K	0.61%	57
2025 Q2	$5.52M	Sell	58,862 -44,416	-43%	-$3.9M	0.73%	42
2025 Q1	$9.09M	Sell	103,278 -16,296	-14%	-$1.5M	1.35%	15
2024 Q4	$11.1M	Sell	119,574 -73,006	-38%	-$7.03M	1.48%	13
2024 Q3	$18.7M	Sell	192,580 -8,067	-4%	-$738K	2.54%	4
2024 Q2	$17.4M	Buy	200,647 +12,507	+7%	+$1.09M	2.47%	4
2024 Q1	$16.9M	Buy	188,140 +55,906	+42%	+$4.8M	2.53%	4
2023 Q4	$11.2M	Buy	132,234 +27,673	+26%	+$2.15M	1.87%	6
2023 Q3	$7.93M	Buy	104,561 +42,440	+68%	+$3.38M	1.56%	9
2023 Q2	$4.96M	Buy	+62,121	New	+$4.68M	0.96%	31

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

Patton Albertson Miller Group's MOAT Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 26% in Q2 2026, selling an estimated $1.17M and leaving 32,142 shares worth $3.34M. The position accounts for 0.33% of the portfolio, ranked #78.

Patton Albertson Miller Group first reported a position in MOAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.7M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Patton Albertson Miller Group held 32,142 shares of VanEck Morningstar Wide Moat ETF worth $3.34M as of Q2 2026.
Patton Albertson Miller Group sold 11,558 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.17M.
VanEck Morningstar Wide Moat ETF made up 0.33% of Patton Albertson Miller Group's portfolio in Q2 2026, its #78 holding.
Patton Albertson Miller Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 13 quarters since.
Patton Albertson Miller Group's VanEck Morningstar Wide Moat ETF position peaked at $18.7M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.