Stonebridge Financial Planning Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Stonebridge Financial Planning 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 Q2	$3.71M	Sell	35,678 -4,307	-11%	-$435K	1.18%	21
2026 Q1	$3.87M	Sell	39,985 -2,682	-6%	-$278K	1.42%	16
2025 Q4	$4.42M	Sell	42,667 -363	-0.8%	-$37.1K	1.6%	14
2025 Q3	$4.26M	Buy	43,030 +696	+2%	+$67.9K	1.6%	13
2025 Q2	$3.97M	Sell	42,334 -2,194	-5%	-$192K	1.66%	10
2025 Q1	$3.92M	Buy	44,528 +6,093	+16%	+$561K	1.79%	8
2024 Q4	$3.56M	Buy	38,435 +5,341	+16%	+$515K	1.59%	12
2024 Q3	$3.21M	Buy	33,094 +7,725	+30%	+$706K	1.53%	13
2024 Q2	$2.2M	Buy	25,369 +13,280	+110%	+$1.15M	1.1%	24
2024 Q1	$1.09M	Buy	12,089 +3,480	+40%	+$299K	0.57%	48
2023 Q4	$731K	Buy	8,609 +5,184	+151%	+$403K	0.42%	66
2023 Q3	$260K	Buy	+3,425	New	+$273K	0.17%	124

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

Stonebridge Financial Planning Group's MOAT Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q2 2026, selling an estimated $435K and leaving 35,678 shares worth $3.71M. The position accounts for 1.18% of the portfolio, ranked #21.

Stonebridge Financial Planning Group first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.42M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Stonebridge Financial Planning Group held 35,678 shares of VanEck Morningstar Wide Moat ETF worth $3.71M as of Q2 2026.
Stonebridge Financial Planning Group sold 4,307 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $435K.
VanEck Morningstar Wide Moat ETF made up 1.18% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #21 holding.
Stonebridge Financial Planning Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
Stonebridge Financial Planning Group's VanEck Morningstar Wide Moat ETF position peaked at $4.42M in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.