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

Soundwatch Capital’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 		$1.29M Buy
13,342
+1,727
+15% +$179K 0.16% 13
2025
Q4 		$1.2M Sell
11,615
-220
-2% -$22.5K 0.19% 13
2025
Q3 		$1.17M Sell
11,835
-53,595
-82% -$5.23M 0.19% 13
2025
Q2 		$2.84M Buy
65,430
+55,856
+583% +$4.9M 0.48% 40
2025
Q1 		$842K Sell
9,574
-3,098
-24% -$285K 0.38% 13
2024
Q4 		$1.17M Buy
12,672
+476
+4% +$45.9K 0.12% 12
2024
Q3 		$1.18M Buy
+12,196
New +$1.12M 0.19% 13
2024
Q1 		– Sell
-10,215
Closed -$882K – 21
2023
Q4 		$882K Buy
10,215
+3,965
+63% +$308K 0.42% 13
2023
Q3 		$474K Sell
6,250
-2,693,934
-100% -$215M 0.1% 17
2023
Q2 		$879K Buy
2,700,184
+2,697,387
+96,439% +$203M 0.22% 14
2023
Q1 		$206K Buy
+2,797
New +$199K 0.05% 24
2022
Q1 		– Sell
-6,296
Closed -$479K – 24
2021
Q4 		$479K Sell
6,296
-359
-5% -$27.2K 0.1% 19
2021
Q3 		$487K Buy
+6,655
New +$501K 0.05% 17
2021
Q2 		– Sell
-5,068
Closed -$351K – 16
2021
Q1 		$351K Sell
5,068
-2,869
-36% -$189K 0.13% 14
2020
Q4 		$492K Sell
7,937
-1,203
-13% -$70.9K 0.33% 12
2020
Q3 		$499K Hold
9,140
– – 0.16% 14
2020
Q2 		$477K Buy
+9,140
New +$455K 0.29% 12

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 $377B AUM 19.32% 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 $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 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 $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Soundwatch Capital's MOAT Position: Q1 2026 in Review

Soundwatch Capital increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 15% in Q1 2026, buying an estimated $179K and bringing the position to 13,342 shares worth $1.29M. The position accounts for 0.16% of the portfolio, ranked #13.

Soundwatch Capital first reported a position in MOAT in Q2 2020 and has held it in 17 quarters since. The position peaked at $2.84M in Q2 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Soundwatch Capital held 13,342 shares of VanEck Morningstar Wide Moat ETF worth $1.29M as of Q1 2026.
  • Soundwatch Capital bought 1,727 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $179K.
  • VanEck Morningstar Wide Moat ETF made up 0.16% of Soundwatch Capital's portfolio in Q1 2026, its #13 holding.
  • Soundwatch Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and has held it in 17 quarters since.
  • Soundwatch Capital's VanEck Morningstar Wide Moat ETF position peaked at $2.84M in Q2 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.