Sagespring Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sagespring Wealth Partners’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	$373K	Sell	3,588 -2,432	-40%	-$246K	0.01%	605
2026 Q1	$582K	Buy	6,020 +2,423	+67%	+$251K	0.01%	459
2025 Q4	$372K	Buy	3,597 +117	+3%	+$11.9K	0.01%	559
2025 Q3	$345K	Sell	3,480 -18	-0.5%	-$1.76K	0.01%	557
2025 Q2	$328K	Sell	3,498 -1,035	-23%	-$90.8K	0.01%	550
2025 Q1	$399K	Sell	4,533 -1,745	-28%	-$161K	0.01%	443
2024 Q4	$582K	Buy	+6,278	New	+$605K	0.02%	314

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

Sagespring Wealth Partners's MOAT Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 40% in Q2 2026, selling an estimated $246K and leaving 3,588 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #605.

Sagespring Wealth Partners first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $582K in Q1 2026. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Sagespring Wealth Partners held 3,588 shares of VanEck Morningstar Wide Moat ETF worth $373K as of Q2 2026.
Sagespring Wealth Partners sold 2,432 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $246K.
VanEck Morningstar Wide Moat ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #605 holding.
Sagespring Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $582K in Q1 2026.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.