Turtle Creek Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Turtle Creek Wealth Advisors’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	$52K	Sell	500 -250	-33%	-$25.3K	﹤0.01%	482
2026 Q1	$72.5K	Buy	+750	New	+$77.7K	0.01%	423

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

Turtle Creek Wealth Advisors's MOAT Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 33% in Q2 2026, selling an estimated $25.3K and leaving 500 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Turtle Creek Wealth Advisors first reported a position in MOAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $72.5K in Q1 2026. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Turtle Creek Wealth Advisors held 500 shares of VanEck Morningstar Wide Moat ETF worth $52K as of Q2 2026.
Turtle Creek Wealth Advisors sold 250 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $25.3K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #482 holding.
Turtle Creek Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2026 and has held it in 2 quarters since.
Turtle Creek Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $72.5K in Q1 2026.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.