UBS Group
MOAT icon

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

UBS 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 		$75.4M Sell
724,938
-213,522
-23% -$21.6M 0.01% 1347
2026
Q1 		$90.7M Sell
938,460
-168,026
-15% -$17.4M 0.01% 1126
2025
Q4 		$115M Buy
1,106,486
+131,322
+13% +$13.4M 0.02% 933
2025
Q3 		$96.6M Sell
975,164
-407,760
-29% -$39.8M 0.02% 1049
2025
Q2 		$130M Buy
1,382,924
+281,255
+26% +$24.7M 0.02% 785
2025
Q1 		$96.9M Sell
1,101,669
-798,552
-42% -$73.5M 0.02% 951
2024
Q4 		$176M Sell
1,900,221
-19,425
-1% -$1.87M 0.03% 572
2024
Q3 		$186M Sell
1,919,646
-188,990
-9% -$17.3M 0.04% 445
2024
Q2 		$183M Sell
2,108,636
-92,621
-4% -$8.05M 0.05% 378
2024
Q1 		$198M Buy
2,201,257
+279,068
+15% +$23.9M 0.05% 368
2023
Q4 		$163M Buy
1,922,189
+802,983
+72% +$62.4M 0.05% 380
2023
Q3 		$84.9M Buy
1,119,206
+110,363
+11% +$8.79M 0.03% 570
2023
Q2 		$80.5M Buy
1,008,843
+267,422
+36% +$20.1M 0.03% 588
2023
Q1 		$54.7M Buy
741,421
+68,593
+10% +$4.87M 0.02% 729
2022
Q4 		$43.7M Buy
672,828
+6,159
+0.9% +$399K 0.02% 887
2022
Q3 		$40M Buy
666,669
+6,471
+1% +$435K 0.02% 813
2022
Q2 		$42.1M Sell
660,198
-7,256
-1% -$498K 0.02% 840
2022
Q1 		$49.9M Buy
667,454
+24,308
+4% +$1.79M 0.02% 848
2021
Q4 		$49M Sell
643,146
-21,322
-3% -$1.62M 0.01% 971
2021
Q3 		$48.7M Sell
664,468
-21,740
-3% -$1.64M 0.02% 882
2021
Q2 		$50.8M Sell
686,208
-47,013
-6% -$3.42M 0.02% 844
2021
Q1 		$50.8M Buy
733,221
+12,359
+2% +$814K 0.02% 836
2020
Q4 		$44.7M Sell
720,862
-28,337
-4% -$1.67M 0.02% 842
2020
Q3 		$40.9M Buy
749,199
+59,153
+9% +$3.23M 0.02% 754
2020
Q2 		$36M Buy
690,046
+30,255
+5% +$1.51M 0.02% 758
2020
Q1 		$28.9M Sell
659,791
-86,232
-12% -$4.43M 0.01% 795
2019
Q4 		$40.9M Buy
746,023
+15,258
+2% +$807K 0.01% 887
2019
Q3 		$36.6M Sell
730,765
-23,854
-3% -$1.17M 0.01% 854
2019
Q2 		$36.2M Sell
754,619
-615,304
-45% -$29.1M 0.01% 847
2019
Q1 		$63.9M Buy
1,369,923
+121,407
+10% +$5.49M 0.03% 526
2018
Q4 		$51.4M Buy
1,248,516
+89,373
+8% +$3.97M 0.02% 585
2018
Q3 		$54.2M Buy
1,159,143
+6,883
+0.6% +$314K 0.02% 633
2018
Q2 		$50.2M Buy
1,152,260
+21,752
+2% +$927K 0.02% 651
2018
Q1 		$46.9M Sell
1,130,508
-7,485
-0.7% -$325K 0.02% 672
2017
Q4 		$48.3M Sell
1,137,993
-66,034
-5% -$2.73M 0.02% 690
2017
Q3 		$48.6M Sell
1,204,027
-215,373
-15% -$8.52M 0.02% 604
2017
Q2 		$56.1M Buy
1,419,400
+15,330
+1% +$588K 0.03% 528
2017
Q1 		$52.7M Buy
1,404,070
+32,900
+2% +$1.21M 0.03% 529
2016
Q4 		$47.8M Buy
1,371,170
+51,794
+4% +$1.78M 0.03% 569
2016
Q3 		$44.9M Buy
1,319,376
+15,203
+1% +$519K 0.03% 555
2016
Q2 		$42.4M Buy
1,304,173
+19,073
+1% +$614K 0.03% 562
2016
Q1 		$39.5M Sell
1,285,100
-94,842
-7% -$2.71M 0.03% 546
2015
Q4 		$39.9M Sell
1,379,942
-59,514
-4% -$1.77M 0.03% 588
2015
Q3 		$40.2M Buy
1,439,456
+925
+0.1% +$27.7K 0.03% 548
2015
Q2 		$44.1M Sell
1,438,531
-118,022
-8% -$3.69M 0.03% 570
2015
Q1 		$47.2M Sell
1,556,553
-225,894
-13% -$6.83M 0.03% 529
2014
Q4 		$55.4M Buy
+1,782,447
New +$55.8M 0.04% 492

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group's MOAT Position: Q2 2026 in Review

UBS Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 23% in Q2 2026, selling an estimated $21.6M and leaving 724,938 shares worth $75.4M. The position accounts for 0.01% of the portfolio, ranked #1347.

UBS Group first reported a position in MOAT in Q4 2014 and has held it in 47 quarters since. The position peaked at $198M in Q1 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • UBS Group held 724,938 shares of VanEck Morningstar Wide Moat ETF worth $75.4M as of Q2 2026.
  • UBS Group sold 213,522 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $21.6M.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1347 holding.
  • UBS Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's VanEck Morningstar Wide Moat ETF position peaked at $198M in Q1 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

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