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Steward Partners Investment Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Steward Partners Investment Advisory’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 		$7.95M Sell
76,461
-137,295
-64% -$13.9M 0.04% 409
2026
Q1 		$20.7M Buy
213,756
+2,564
+1% +$266K 0.11% 172
2025
Q4 		$21.9M Buy
211,192
+3,765
+2% +$385K 0.12% 153
2025
Q3 		$20.6M Buy
207,427
+5,809
+3% +$567K 0.12% 159
2025
Q2 		$18.9M Sell
201,618
-96,666
-32% -$8.48M 0.15% 136
2025
Q1 		$26.2M Sell
298,284
-7,587
-2% -$698K 0.23% 90
2024
Q4 		$28.4M Sell
305,871
-1,338
-0.4% -$129K 0.25% 81
2024
Q3 		$29.8M Sell
307,209
-3,399
-1% -$311K 0.28% 80
2024
Q2 		$26.9M Buy
310,608
+3,683
+1% +$320K 0.28% 75
2024
Q1 		$27.6M Buy
306,925
+138,792
+83% +$11.9M 0.3% 69
2023
Q4 		$14.3M Buy
168,133
+10,829
+7% +$841K 0.19% 114
2023
Q3 		$11.9M Buy
157,304
+12,447
+9% +$991K 0.18% 121
2023
Q2 		$11.6M Sell
144,857
-5,747
-4% -$433K 0.17% 126
2023
Q1 		$11.1M Buy
150,604
+3,869
+3% +$275K 0.18% 125
2022
Q4 		$9.52M Sell
146,735
-4,556
-3% -$295K 0.16% 148
2022
Q3 		$9.08M Buy
151,291
+25,943
+21% +$1.74M 0.17% 142
2022
Q2 		$7.99M Sell
125,348
-6,613
-5% -$454K 0.15% 161
2022
Q1 		$9.86M Buy
131,961
+1,660
+1% +$122K 0.15% 158
2021
Q4 		$9.92M Buy
130,301
+2,804
+2% +$213K 0.15% 150
2021
Q3 		$9.34M Buy
127,497
+16,673
+15% +$1.26M 0.16% 145
2021
Q2 		$8.21M Buy
110,824
+26,124
+31% +$1.9M 0.14% 162
2021
Q1 		$5.87M Buy
84,700
+13,146
+18% +$866K 0.1% 211
2020
Q4 		$4.44M Sell
71,554
-5,183
-7% -$305K 0.1% 214
2020
Q3 		$4.19M Buy
76,737
+10,653
+16% +$582K 0.11% 205
2020
Q2 		$3.45M Sell
66,084
-5,352
-7% -$267K 0.1% 214
2020
Q1 		$3.12M Sell
71,436
-835
-1% -$42.9K 0.11% 195
2019
Q4 		$3.96M Buy
72,271
+10,747
+17% +$569K 0.12% 191
2019
Q3 		$3.08M Buy
61,524
+6,810
+12% +$334K 0.1% 205
2019
Q2 		$2.63M Buy
54,714
+2,480
+5% +$117K 0.1% 211
2019
Q1 		$2.44M Buy
52,234
+1,147
+2% +$51.8K 0.1% 202
2018
Q4 		$2.1M Buy
51,087
+37,552
+277% +$1.67M 0.1% 215
2018
Q3 		$633K Buy
13,535
+1,903
+16% +$86.8K 0.03% 453
2018
Q2 		$507K Buy
+11,632
New +$495K 0.03% 464

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

Steward Partners Investment Advisory's MOAT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 64% in Q2 2026, selling an estimated $13.9M and leaving 76,461 shares worth $7.95M. The position accounts for 0.04% of the portfolio, ranked #409.

Steward Partners Investment Advisory first reported a position in MOAT in Q2 2018 and has held it in 33 quarters since. The position peaked at $29.8M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Steward Partners Investment Advisory held 76,461 shares of VanEck Morningstar Wide Moat ETF worth $7.95M as of Q2 2026.
  • Steward Partners Investment Advisory sold 137,295 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $13.9M.
  • VanEck Morningstar Wide Moat ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #409 holding.
  • Steward Partners Investment Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2018 and has held it in 33 quarters since.
  • Steward Partners Investment Advisory's VanEck Morningstar Wide Moat ETF position peaked at $29.8M in Q3 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.