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Winter & Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Winter & Associates’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 		$322K Sell
3,100
-646
-17% -$65.3K 0.24% 61
2026
Q1 		$363K Sell
3,746
-159
-4% -$16.5K 0.32% 57
2025
Q4 		$404K Buy
+3,905
New +$399K 0.37% 54

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

Winter & Associates's MOAT Position: Q2 2026 in Review

Winter & Associates reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 17% in Q2 2026, selling an estimated $65.3K and leaving 3,100 shares worth $322K. The position accounts for 0.24% of the portfolio, ranked #61.

Winter & Associates first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $404K in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Winter & Associates held 3,100 shares of VanEck Morningstar Wide Moat ETF worth $322K as of Q2 2026.
  • Winter & Associates sold 646 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $65.3K.
  • VanEck Morningstar Wide Moat ETF made up 0.24% of Winter & Associates's portfolio in Q2 2026, its #61 holding.
  • Winter & Associates first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's VanEck Morningstar Wide Moat ETF position peaked at $404K in Q4 2025.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.