Summit Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Summit Wealth Partners’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	$938K	Sell	9,026 -4,034	-31%	-$408K	0.13%	110
2026 Q1	$1.26M	Sell	13,060 -1,308	-9%	-$136K	0.2%	89
2025 Q4	$1.49M	Sell	14,368 -853	-6%	-$87.1K	0.27%	62
2025 Q3	$1.51M	Sell	15,221 -20	-0.1%	-$1.95K	0.27%	66
2025 Q2	$1.43M	Sell	15,241 -2,807	-16%	-$246K	0.27%	66
2025 Q1	$1.59M	Buy	18,048 +12	+0.1%	+$1.1K	0.32%	61
2024 Q4	$1.67M	Sell	18,036 -1,178	-6%	-$113K	0.34%	59
2024 Q3	$1.86M	Sell	19,214 -130	-0.7%	-$11.9K	0.36%	58
2024 Q2	$1.68M	Buy	19,344 +4,768	+33%	+$414K	0.35%	57
2024 Q1	$1.31M	Buy	14,576 +2,273	+18%	+$195K	0.28%	64
2023 Q4	$1.04M	Buy	+12,303	New	+$955K	0.24%	66

Other funds holding MOAT

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

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Summit Wealth Partners's MOAT Position: Q2 2026 in Review

Summit Wealth Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 31% in Q2 2026, selling an estimated $408K and leaving 9,026 shares worth $938K. The position accounts for 0.13% of the portfolio, ranked #110.

Summit Wealth Partners first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q3 2024. 377 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Summit Wealth Partners held 9,026 shares of VanEck Morningstar Wide Moat ETF worth $938K as of Q2 2026.
Summit Wealth Partners sold 4,034 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $408K.
VanEck Morningstar Wide Moat ETF made up 0.13% of Summit Wealth Partners's portfolio in Q2 2026, its #110 holding.
Summit Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Summit Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.86M in Q3 2024.
377 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.