R.M. Davis Inc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

R.M. Davis Inc’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	$272K	Hold	2,620	–	–	﹤0.01%	254
2026 Q1	$253K	Hold	2,620	–	–	﹤0.01%	252
2025 Q4	$271K	Hold	2,620	–	–	﹤0.01%	243
2025 Q3	$260K	Hold	2,620	–	–	﹤0.01%	250
2025 Q2	$246K	Hold	2,620	–	–	﹤0.01%	247
2025 Q1	$231K	Buy	2,620 +377	+17%	+$34.7K	﹤0.01%	257
2024 Q4	$208K	Buy	+2,243	New	+$216K	﹤0.01%	269

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

R.M. Davis Inc's MOAT Position: Q2 2026 in Review

R.M. Davis Inc held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,620 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

R.M. Davis Inc first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

R.M. Davis Inc held 2,620 shares of VanEck Morningstar Wide Moat ETF worth $272K as of Q2 2026.
R.M. Davis Inc left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of R.M. Davis Inc's portfolio in Q2 2026, its #254 holding.
R.M. Davis Inc first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.