Back to United Capital Financial Advisors, LLC United Capital Financial Advisors, LLC

MOAT

Showing 3 of 18 quarters

Position history for United Capital Financial Advisors, LLCUnited Capital Financial Advisors, LLC's holdings in VANECK ETF TRUST

Yes. United Capital Financial Advisors holds 617,016 shares of MOAT, worth $64.2M, as of its Q2 2026 13F filing. It increased the position by 5,665 shares (+0.9%) from Q1 2026. United Capital Financial Advisors has held MOAT since Q4 2025, across 3 quarterly 13F filings. MOAT is 0.4% of United Capital Financial Advisors' reported 13F 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%$96.70
36
2025-Q4
New
596,396
-
$61.8M0.4%$103.56
49

Other major holders of MOAT: Morgan Stanley, Bank of America Corp., LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used