UBS AM’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

UBS AM’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	$164K	Sell	1,581 -2,114	-57%	-$214K	﹤0.01%	2760
2026 Q1	$357K	Buy	3,695 +2,206	+148%	+$229K	﹤0.01%	2626
2025 Q4	$154K	Buy	+1,489	New	+$152K	﹤0.01%	2485
2019 Q4	–	Sell	-1,053	Closed	-$52.8K	–	2726
2019 Q3	$52.8K	Hold	1,053	–	–	﹤0.01%	2714
2019 Q2	$50.6K	Buy	1,053 +48	+5%	+$2.27K	﹤0.01%	2687
2019 Q1	$46.9K	Hold	1,005	–	–	﹤0.01%	2615
2018 Q4	$41.4K	Hold	1,005	–	–	﹤0.01%	2580
2018 Q3	$47K	Hold	1,005	–	–	﹤0.01%	2575
2018 Q2	$43.8K	Buy	1,005 +197	+24%	+$8.39K	﹤0.01%	2608
2018 Q1	$33.5K	Hold	808	–	–	﹤0.01%	2520
2017 Q4	$34.3K	Buy	808 +334	+70%	+$13.8K	﹤0.01%	2455
2017 Q3	$19.1K	Hold	474	–	–	﹤0.01%	2438
2017 Q2	$18.7K	Hold	474	–	–	﹤0.01%	2425
2017 Q1	$17.8K	Buy	+474	New	+$17.5K	﹤0.01%	2384

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

UBS AM's MOAT Position: Q2 2026 in Review

UBS AM reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 57% in Q2 2026, selling an estimated $214K and leaving 1,581 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2760.

UBS AM first reported a position in MOAT in Q1 2017 and has held it in 14 quarters since. The position peaked at $357K in Q1 2026. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

UBS AM held 1,581 shares of VanEck Morningstar Wide Moat ETF worth $164K as of Q2 2026.
UBS AM sold 2,114 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $214K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2760 holding.
UBS AM first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2017 and has held it in 14 quarters since.
UBS AM's VanEck Morningstar Wide Moat ETF position peaked at $357K in Q1 2026.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.