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

Stillwater Wealth Management Group’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	$232K	Buy	2,400 +5	+0.2%	+$518	0.14%	74
2025 Q4	$248K	Sell	2,395 -90	-4%	-$9.19K	0.17%	71
2025 Q3	$246K	Buy	+2,485	New	+$242K	0.17%	71
2025 Q1	$478K	Buy	5,435 +40	+0.7%	+$3.68K	0.41%	46
2024 Q4	$500K	Buy	+5,395	New	+$520K	0.45%	44

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stillwater Wealth Management Group's MOAT Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.21% in Q1 2026, buying an estimated $518 and bringing the position to 2,400 shares worth $232K. The position accounts for 0.14% of the portfolio, ranked #74.

Stillwater Wealth Management Group first reported a position in MOAT in Q4 2024 and has held it in 5 quarters since. The position peaked at $500K in Q4 2024. 724 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Stillwater Wealth Management Group held 2,400 shares of VanEck Morningstar Wide Moat ETF worth $232K as of Q1 2026.
Stillwater Wealth Management Group bought 5 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $518.
VanEck Morningstar Wide Moat ETF made up 0.14% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #74 holding.
Stillwater Wealth Management Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 5 quarters since.
Stillwater Wealth Management Group's VanEck Morningstar Wide Moat ETF position peaked at $500K in Q4 2024.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.