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Perennial Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Perennial Investment Advisors’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 		$1.13M Sell
11,711
-707
-6% -$73.3K 0.09% 180
2025
Q4 		$1.29M Sell
12,418
-1,328
-10% -$136K 0.1% 166
2025
Q3 		$1.36M Buy
13,746
+232
+2% +$22.6K 0.11% 152
2025
Q2 		$1.27M Sell
13,514
-681
-5% -$59.7K 0.12% 153
2025
Q1 		$1.25M Buy
14,195
+8,467
+148% +$779K 0.14% 134
2024
Q4 		$531K Buy
5,728
+364
+7% +$35.1K 0.06% 222
2024
Q3 		$520K Buy
5,364
+511
+11% +$46.7K 0.07% 206
2024
Q2 		$420K Sell
4,853
-219
-4% -$19K 0.06% 221
2024
Q1 		$456K Buy
5,072
+442
+10% +$37.9K 0.07% 196
2023
Q4 		$393K Buy
4,630
+56
+1% +$4.35K 0.07% 200
2023
Q3 		$347K Buy
4,574
+132
+3% +$10.5K 0.06% 215
2023
Q2 		$354K Buy
4,442
+1,320
+42% +$99.4K 0.06% 221
2023
Q1 		$230K Buy
+3,122
New +$222K 0.04% 286
2022
Q2 		– Sell
-4,884
Closed -$364K – 212
2022
Q1 		$364K Buy
4,884
+266
+6% +$19.6K 0.12% 145
2021
Q4 		$351K Sell
4,618
-212
-4% -$16.1K 0.11% 154
2021
Q3 		$354K Buy
4,830
+47
+1% +$3.54K 0.13% 148
2021
Q2 		$354K Buy
4,783
+40
+0.8% +$2.91K 0.13% 142
2021
Q1 		$329K Hold
4,743
– – 0.13% 135
2020
Q4 		$294K Hold
4,743
– – 0.13% 123
2020
Q3 		$259K Hold
4,743
– – 0.13% 120
2020
Q2 		$248K Buy
4,743
+125
+3% +$6.22K 0.17% 108
2020
Q1 		$202K Hold
4,618
– – 0.18% 111
2019
Q4 		$253K Buy
+4,618
New +$244K 0.2% 107

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

Perennial Investment Advisors's MOAT Position: Q1 2026 in Review

Perennial Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.7% in Q1 2026, selling an estimated $73.3K and leaving 11,711 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #180.

Perennial Investment Advisors first reported a position in MOAT in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.36M in Q3 2025. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Perennial Investment Advisors held 11,711 shares of VanEck Morningstar Wide Moat ETF worth $1.13M as of Q1 2026.
  • Perennial Investment Advisors sold 707 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $73.3K.
  • VanEck Morningstar Wide Moat ETF made up 0.09% of Perennial Investment Advisors's portfolio in Q1 2026, its #180 holding.
  • Perennial Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 23 quarters since.
  • Perennial Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $1.36M in Q3 2025.
  • 720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.