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MOATMOAT
29 quarters

Position history for Cerity Partners LLCCerity Partners LLC's holdings in VANECK MORNINGSTAR WIDE MOAT

Cerity Partners LLC holds 345,579 shares of MOAT (VANECK MORNINGSTAR WIDE MOAT), worth $35.9M as of 2026-Q2. The position was decreased (-1.6% shares). MOAT represents 0.0% of Cerity Partners LLC's portfolio.

Current Value

$35.9M

Current Shares

345,579

Total Value Change

+$26M

Total Shares Change

+138,285

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
345,579
-1.6%
$35.9M0.0%$103.96
0
2026-Q1
Increased
351,201
+3.1%
$34M0.0%$105.34
30
2025-Q4
Increased
340,760
+1.2%
$35.3M0.1%$104.31
29
2025-Q3
Increased
336,774
+0.4%
$33.4M0.1%$97.14
29
2025-Q2
Decreased
335,445
-1.2%
$31.5M0.1%$92.40
0
2025-Q1
Decreased
339,624
-1.4%
$29.9M0.1%$86.52
0
2024-Q4
Increased
344,539
+0.1%
$31.9M0.1%$91.26
29
2024-Q3
Decreased
344,107
-3.9%
$33.4M0.1%$94.30
0
2024-Q2
Increased
357,906
+2.8%
$31M0.1%$84.31
30
2024-Q1
Increased
348,007
+1.3%
$31.3M0.1%$87.51
29
2023-Q4
Increased
343,411
+41.2%
$29.1M0.1%$82.62
38
2023-Q3
Decreased
243,229
-23.6%
$18.4M0.1%$73.19
0
2023-Q2
Increased
318,575
+1.3%
$25.4M0.1%$76.32
29
2023-Q1
Increased
314,348
+6.3%
$23.2M0.1%$70.13
30
2022-Q4
Increased
295,824
+248.3%
$19.2M0.1%$62.64
55
2022-Q3
Decreased
84,938
-1.4%
$5.1M0.1%$57.96
0
2022-Q2
Unchanged
86,185
0.0%
$5.5M0.1%$61.51
0
2022-Q1
Increased
86,185
+1.2%
$6.4M0.1%$72.15
33
2021-Q4
Increased
85,162
+1.8%
$6.5M0.1%$72.70
28
2021-Q3
Decreased
83,697
-4.7%
$6.1M0.1%$69.94
0
2021-Q2
Decreased
87,797
-0.1%
$6.5M0.1%$69.81
0
2021-Q1
Unchanged
87,897
0.0%
$6.1M0.1%$65.29
0
2020-Q4
Unchanged
87,897
0.0%
$5.5M0.2%$58.22
0
2020-Q3
Decreased
87,897
-2.9%
$4.8M0.2%$50.46
0
2020-Q2
Decreased
90,497
-15.7%
$4.7M0.3%$48.04
0
2020-Q1
Decreased
107,297
-14.9%
$4.7M0.3%$40.99
0
2019-Q4
Increased
126,097
+1.4%
$6.9M0.4%$51.11
33
2019-Q3
Decreased
124,297
-40.0%
$6.2M0.4%$45.65
0
2019-Q2
New
207,294
-
$10M0.6%$44.05
54

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

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