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

United Advisor 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	$706K	Sell	6,788 -322	-5%	-$32.6K	0.07%	265
2026 Q1	$687K	Sell	7,110 -330	-4%	-$34.2K	0.08%	233
2025 Q4	$770K	Buy	7,440 +3	+0%	+$306	0.1%	218
2025 Q3	$737K	Sell	7,437 -431	-5%	-$42K	0.1%	213
2025 Q2	$738K	Sell	7,868 -2,401	-23%	-$211K	0.13%	170
2025 Q1	$904K	Sell	10,269 -414	-4%	-$38.1K	0.19%	125
2024 Q4	$991K	Sell	10,683 -2,832	-21%	-$273K	0.2%	124
2024 Q3	$1.31M	Buy	13,515 +5,062	+60%	+$463K	0.3%	85
2024 Q2	$732K	Buy	+8,453	New	+$734K	0.23%	97

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

United Advisor Group's MOAT Position: Q2 2026 in Review

United Advisor Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.5% in Q2 2026, selling an estimated $32.6K and leaving 6,788 shares worth $706K. The position accounts for 0.07% of the portfolio, ranked #265.

United Advisor Group first reported a position in MOAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

United Advisor Group held 6,788 shares of VanEck Morningstar Wide Moat ETF worth $706K as of Q2 2026.
United Advisor Group sold 322 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $32.6K.
VanEck Morningstar Wide Moat ETF made up 0.07% of United Advisor Group's portfolio in Q2 2026, its #265 holding.
United Advisor Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 9 quarters since.
United Advisor Group's VanEck Morningstar Wide Moat ETF position peaked at $1.31M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.