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

SHP 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
Q1 		$2.1M Sell
21,694
-226,004
-91% -$23.4M 0.16% 45
2025
Q4 		$25.7M Buy
+247,698
New +$25.3M 2% 11

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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 $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SHP Wealth Management's MOAT Position: Q1 2026 in Review

SHP Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 91% in Q1 2026, selling an estimated $23.4M and leaving 21,694 shares worth $2.1M. The position accounts for 0.16% of the portfolio, ranked #45.

SHP Wealth Management first reported a position in MOAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $25.7M in Q4 2025. 722 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • SHP Wealth Management held 21,694 shares of VanEck Morningstar Wide Moat ETF worth $2.1M as of Q1 2026.
  • SHP Wealth Management sold 226,004 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $23.4M.
  • VanEck Morningstar Wide Moat ETF made up 0.16% of SHP Wealth Management's portfolio in Q1 2026, its #45 holding.
  • SHP Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $25.7M in Q4 2025.
  • 722 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.