Piedmont Capital Management (Montana)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Piedmont Capital Management (Montana)’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	$297K	Hold	2,820	–	–	0.15%	47
2026 Q1	$273K	Hold	2,820	–	–	0.14%	45
2025 Q4	$292K	Hold	2,820	–	–	0.15%	44
2025 Q3	$281K	Hold	2,820	–	–	0.15%	45
2025 Q2	$264K	Hold	2,820	–	–	0.15%	46
2025 Q1	$216K	Hold	2,820	–	–	0.15%	41
2024 Q4	$260K	Sell	2,820 -1,060	-27%	-$102K	0.16%	47
2024 Q3	$379K	Sell	3,880 -338	-8%	-$30.9K	0.23%	43
2024 Q2	$372K	Hold	4,218	–	–	0.25%	40
2024 Q1	$372K	Sell	4,218 -817	-16%	-$70.1K	0.25%	40
2023 Q4	$427K	Sell	5,035 -34,922	-87%	-$2.71M	0.31%	37
2023 Q3	$5.79M	Sell	39,957 -330,745	-89%	-$26.3M	4.62%	8
2023 Q2	$29.6M	Buy	370,702 +74,384	+25%	+$5.6M	22.44%	1
2023 Q1	$21.8M	Buy	+296,318	New	+$21M	17.44%	1
2022 Q1	–	Sell	-3,319	Closed	-$253K	–	46
2021 Q4	$253K	Hold	3,319	–	–	0.2%	40
2021 Q3	$250K	Sell	3,319 -203	-6%	-$15.3K	0.2%	39
2021 Q2	$262K	Hold	3,522	–	–	0.22%	37
2021 Q1	$244K	Sell	3,522 -1,285	-27%	-$84.7K	0.23%	38
2020 Q4	$298K	Buy	+4,807	New	+$283K	0.3%	37

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

Piedmont Capital Management (Montana)'s MOAT Position: Q2 2026 in Review

Piedmont Capital Management (Montana) held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,820 shares worth $297K. The position accounts for 0.15% of the portfolio, ranked #47.

Piedmont Capital Management (Montana) first reported a position in MOAT in Q4 2020 and has held it in 19 quarters since. The position peaked at $29.6M in Q2 2023. 726 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Piedmont Capital Management (Montana) held 2,820 shares of VanEck Morningstar Wide Moat ETF worth $297K as of Q2 2026.
Piedmont Capital Management (Montana) left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.15% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #47 holding.
Piedmont Capital Management (Montana) first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 19 quarters since.
Piedmont Capital Management (Montana)'s VanEck Morningstar Wide Moat ETF position peaked at $29.6M in Q2 2023.
726 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.