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

Triumph Capital Management’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	$2.3M	Sell	23,789 -1,266	-5%	-$131K	0.47%	43
2025 Q4	$2.59M	Sell	25,055 -656	-3%	-$67K	0.56%	38
2025 Q3	$2.55M	Buy	25,711 +5,054	+24%	+$493K	0.68%	33
2025 Q2	$1.94M	Buy	20,657 +4,090	+25%	+$359K	0.58%	35
2025 Q1	$1.46M	Sell	16,567 -7,625	-32%	-$702K	0.49%	47
2024 Q4	$2.24M	Buy	24,192 +2,253	+10%	+$217K	0.77%	27
2024 Q3	$2.13M	Buy	21,939 +357	+2%	+$32.6K	0.76%	28
2024 Q2	$1.87M	Sell	21,582 -359	-2%	-$31.2K	0.73%	30
2024 Q1	$1.96M	Buy	21,941 +2,420	+12%	+$208K	0.8%	31
2023 Q4	$1.66M	Sell	19,521 -6,576	-25%	-$511K	0.7%	33
2023 Q3	$1.98M	Buy	26,097 +19,340	+286%	+$1.54M	0.9%	23
2023 Q2	$539K	Sell	6,757 -478	-7%	-$36K	0.24%	89
2023 Q1	$534K	Sell	7,235 -95	-1%	-$6.74K	0.27%	68
2022 Q4	$476K	Sell	7,330 -27,320	-79%	-$1.77M	0.25%	94
2022 Q3	$2.08M	Buy	34,650 +3,517	+11%	+$236K	1.13%	23
2022 Q2	$1.98M	Sell	31,133 -22,864	-42%	-$1.57M	1.05%	22
2022 Q1	$4.03M	Sell	53,997 -1,226	-2%	-$90.3K	1.75%	10
2021 Q4	$4.2M	Buy	55,223 +3,974	+8%	+$301K	1.82%	9
2021 Q3	$3.75M	Buy	51,249 +996	+2%	+$75K	1.76%	10
2021 Q2	$3.75M	Buy	+50,253	New	+$3.66M	2.19%	7

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Triumph Capital Management's MOAT Position: Q1 2026 in Review

Triumph Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.1% in Q1 2026, selling an estimated $131K and leaving 23,789 shares worth $2.3M. The position accounts for 0.47% of the portfolio, ranked #43.

Triumph Capital Management first reported a position in MOAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.2M in Q4 2021. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Triumph Capital Management held 23,789 shares of VanEck Morningstar Wide Moat ETF worth $2.3M as of Q1 2026.
Triumph Capital Management sold 1,266 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $131K.
VanEck Morningstar Wide Moat ETF made up 0.47% of Triumph Capital Management's portfolio in Q1 2026, its #43 holding.
Triumph Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and has held it in 20 quarters since.
Triumph Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $4.2M in Q4 2021.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.