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MOATMOAT
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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANECK ETF TRUST

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 617,016 shares of MOAT (VANECK ETF TRUST), worth $64.2M as of 2026-Q2. The position was increased (+0.9% shares). MOAT represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$64.2M

Current Shares

617,016

Total Value Change

+$2.4M

Total Shares Change

+20,620

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
617,016
+0.9%
$64.2M0.4%$103.96
36
2026-Q1
Increased
611,351
+2.5%
$59.1M0.4%$105.34
36
2025-Q4
New
596,396
-
$61.8M0.4%$104.31
49

Other major holders of MOAT: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, LPL Financial LLC, BANK OF AMERICA CORP /DE/

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