PWM
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Perigon Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Perigon Wealth Management’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 		$6.95M Sell
71,898
-12,700
-15% -$1.32M 0.13% 163
2025
Q4 		$8.76M Buy
84,598
+2,520
+3% +$257K 0.16% 128
2025
Q3 		$8.13M Buy
82,078
+3,002
+4% +$293K 0.17% 125
2025
Q2 		$7.42M Sell
79,076
-8,917
-10% -$782K 0.17% 123
2025
Q1 		$7.74M Buy
87,993
+7,494
+9% +$690K 0.2% 113
2024
Q4 		$7.54M Buy
80,499
+10,034
+14% +$967K 0.19% 117
2024
Q3 		$6.83M Buy
70,465
+8,194
+13% +$749K 0.18% 119
2024
Q2 		$5.39M Buy
62,271
+3,586
+6% +$312K 0.16% 135
2024
Q1 		$5.28M Buy
58,685
+43,145
+278% +$3.7M 0.16% 137
2023
Q4 		$1.32M Sell
15,540
-758
-5% -$58.9K 0.04% 290
2023
Q3 		$1.24M Buy
16,298
+47
+0.3% +$3.74K 0.05% 274
2023
Q2 		$1.3M Buy
16,251
+10,788
+197% +$812K 0.05% 265
2023
Q1 		$403K Buy
5,463
+895
+20% +$63.5K 0.02% 445
2022
Q4 		$297K Buy
4,568
+1,098
+32% +$71.2K 0.02% 531
2022
Q3 		$208K Sell
3,470
-96
-3% -$6.46K 0.02% 535
2022
Q2 		$227K Hold
3,566
– – 0.02% 507
2022
Q1 		$266K Sell
3,566
-800
-18% -$59K 0.02% 500
2021
Q4 		$332K Buy
4,366
+795
+22% +$60.3K 0.02% 427
2021
Q3 		$262K Sell
3,571
-173
-5% -$13K 0.02% 443
2021
Q2 		$277K Sell
3,744
-91
-2% -$6.63K 0.02% 421
2021
Q1 		$266K Buy
3,835
+60
+2% +$3.95K 0.03% 413
2020
Q4 		$234K Hold
3,775
– – 0.03% 370
2020
Q3 		$206K Sell
3,775
-249
-6% -$13.6K 0.03% 364
2020
Q2 		$210K Buy
+4,024
New +$200K 0.03% 328

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 $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Perigon Wealth Management's MOAT Position: Q1 2026 in Review

Perigon Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 15% in Q1 2026, selling an estimated $1.32M and leaving 71,898 shares worth $6.95M. The position accounts for 0.13% of the portfolio, ranked #163.

Perigon Wealth Management first reported a position in MOAT in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.76M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Perigon Wealth Management held 71,898 shares of VanEck Morningstar Wide Moat ETF worth $6.95M as of Q1 2026.
  • Perigon Wealth Management sold 12,700 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.32M.
  • VanEck Morningstar Wide Moat ETF made up 0.13% of Perigon Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Perigon Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and has held it in 24 quarters since.
  • Perigon Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $8.76M in Q4 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.