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Pekin Hardy Strauss’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Pekin Hardy Strauss’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 		$1.92M Buy
18,488
+125
+0.7% +$12.6K 0.17% 144
2026
Q1 		$1.78M Buy
18,363
+6,368
+53% +$660K 0.19% 144
2025
Q4 		$1.24M Buy
11,995
+1,150
+11% +$117K 0.11% 173
2025
Q3 		$1.07M Sell
10,845
-400
-4% -$39K 0.11% 174
2025
Q2 		$1.05M Buy
11,245
+1,395
+14% +$122K 0.12% 164
2025
Q1 		$867K Buy
9,850
+3,655
+59% +$336K 0.1% 178
2024
Q4 		$574K Buy
6,195
+650
+12% +$62.6K 0.07% 231
2024
Q3 		$538K Buy
5,545
+575
+12% +$52.6K 0.07% 231
2024
Q2 		$430K Buy
4,970
+820
+20% +$71.3K 0.06% 238
2024
Q1 		$373K Buy
4,150
+355
+9% +$30.5K 0.05% 247
2023
Q4 		$322K Buy
3,795
+100
+3% +$7.77K 0.05% 242
2023
Q3 		$280K Buy
3,695
+160
+5% +$12.7K 0.04% 243
2023
Q2 		$282K Buy
3,535
+275
+8% +$20.7K 0.03% 248
2023
Q1 		$241K Sell
3,260
-25
-0.8% -$1.77K 0.03% 258
2022
Q4 		$213K Buy
+3,285
New +$213K 0.03% 274

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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

Pekin Hardy Strauss's MOAT Position: Q2 2026 in Review

Pekin Hardy Strauss increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.68% in Q2 2026, buying an estimated $12.6K and bringing the position to 18,488 shares worth $1.92M. The position accounts for 0.17% of the portfolio, ranked #144.

Pekin Hardy Strauss first reported a position in MOAT in Q4 2022 and has held it in 15 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Pekin Hardy Strauss held 18,488 shares of VanEck Morningstar Wide Moat ETF worth $1.92M as of Q2 2026.
  • Pekin Hardy Strauss bought 125 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $12.6K.
  • VanEck Morningstar Wide Moat ETF made up 0.17% of Pekin Hardy Strauss's portfolio in Q2 2026, its #144 holding.
  • Pekin Hardy Strauss first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 15 quarters since.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.