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Robertson Stephens Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Robertson Stephens 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
Q2 		$13.9M Buy
133,988
+10,088
+8% +$1.02M 0.34% 56
2026
Q1 		$12M Sell
123,900
-995
-0.8% -$103K 0.34% 59
2025
Q4 		$12.9M Buy
124,895
+135
+0.1% +$13.8K 0.34% 56
2025
Q3 		$12.4M Buy
124,760
+2,075
+2% +$202K 0.37% 51
2025
Q2 		$11.5M Sell
122,685
-8,405
-6% -$737K 0.37% 55
2025
Q1 		$11.5M Sell
131,090
-2,587
-2% -$238K 0.4% 49
2024
Q4 		$12.4M Sell
133,677
-6,204
-4% -$598K 0.44% 47
2024
Q3 		$13.6M Buy
139,881
+128,528
+1,132% +$11.8M 0.49% 46
2024
Q2 		$983K Buy
+11,353
New +$986K 0.05% 230
2023
Q4 		– Sell
-71,576
Closed -$5.43M – 467
2023
Q3 		$5.43M Buy
+71,576
New +$5.7M 0.37% 59

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Robertson Stephens Wealth Management's MOAT Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.1% in Q2 2026, buying an estimated $1.02M and bringing the position to 133,988 shares worth $13.9M. The position accounts for 0.34% of the portfolio, ranked #56.

Robertson Stephens Wealth Management first reported a position in MOAT in Q3 2023 and has held it in 10 quarters since. 322 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Robertson Stephens Wealth Management held 133,988 shares of VanEck Morningstar Wide Moat ETF worth $13.9M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 10,088 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.02M.
  • VanEck Morningstar Wide Moat ETF made up 0.34% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Robertson Stephens Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 10 quarters since.
  • 322 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.