Rockefeller Capital Management
MOAT icon

Rockefeller Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Rockefeller Capital 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 		$12.3M Sell
118,099
-117,743
-50% -$11.9M 0.02% 650
2026
Q1 		$22.8M Buy
235,842
+5,798
+3% +$601K 0.04% 409
2025
Q4 		$23.8M Buy
230,044
+89,477
+64% +$9.14M 0.04% 399
2025
Q3 		$13.9M Buy
140,567
+21,884
+18% +$2.13M 0.03% 525
2025
Q2 		$11.1M Sell
118,683
-1,272
-1% -$112K 0.02% 574
2025
Q1 		$10.6M Buy
119,955
+30,632
+34% +$2.82M 0.03% 557
2024
Q4 		$8.28M Sell
89,323
-30,769
-26% -$2.96M 0.02% 597
2024
Q3 		$11.6M Sell
120,092
-8,615
-7% -$788K 0.03% 503
2024
Q2 		$11.1M Buy
128,707
+2,050
+2% +$178K 0.03% 483
2024
Q1 		$11.4M Buy
126,657
+34,565
+38% +$2.97M 0.03% 463
2023
Q4 		$7.82M Buy
92,092
+24,912
+37% +$1.93M 0.03% 527
2023
Q3 		$5.09M Buy
67,180
+6,264
+10% +$499K 0.02% 569
2023
Q2 		$4.86M Buy
60,916
+8,990
+17% +$677K 0.02% 601
2023
Q1 		$3.83M Buy
51,926
+2,287
+5% +$162K 0.02% 632
2022
Q4 		$3.22M Sell
49,639
-13,001
-21% -$843K 0.02% 616
2022
Q3 		$3.76M Sell
62,640
-21,696
-26% -$1.46M 0.02% 596
2022
Q2 		$5.37M Sell
84,336
-561
-0.7% -$38.5K 0.03% 502
2022
Q1 		$6.34M Buy
84,897
+40,766
+92% +$3M 0.03% 485
2021
Q4 		$3.36M Buy
44,131
+10,033
+29% +$760K 0.02% 656
2021
Q3 		$2.5M Buy
34,098
+15,333
+82% +$1.15M 0.01% 693
2021
Q2 		$1.39M Buy
18,765
+12,065
+180% +$878K 0.01% 816
2021
Q1 		$464K Hold
6,700
– – ﹤0.01% 1046
2020
Q4 		$415K Hold
6,700
– – ﹤0.01% 972
2020
Q3 		$365K Buy
6,700
+600
+10% +$32.8K ﹤0.01% 879
2020
Q2 		$319K Buy
+6,100
New +$304K ﹤0.01% 829

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockefeller Capital Management's MOAT Position: Q2 2026 in Review

Rockefeller Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 50% in Q2 2026, selling an estimated $11.9M and leaving 118,099 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #650.

Rockefeller Capital Management first reported a position in MOAT in Q2 2020 and has held it in 25 quarters since. The position peaked at $23.8M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Rockefeller Capital Management held 118,099 shares of VanEck Morningstar Wide Moat ETF worth $12.3M as of Q2 2026.
  • Rockefeller Capital Management sold 117,743 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $11.9M.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #650 holding.
  • Rockefeller Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and has held it in 25 quarters since.
  • Rockefeller Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $23.8M in Q4 2025.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.