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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in VANECK MORNINGSTAR WIDE MOAT

Steward Partners Investment Advisory, LLC holds 76,461 shares of MOAT (VANECK MORNINGSTAR WIDE MOAT), worth $7.9M as of 2026-Q2. The position was decreased (-64.2% shares). MOAT represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$7.9M

Current Shares

76,461

Total Value Change

-$21.8M

Total Shares Change

-230,748

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
76,461
-64.2%
$7.9M0.0%$103.96
0
2026-Q1
Increased
213,756
+1.2%
$20.7M0.1%$105.34
34
2025-Q4
Increased
211,192
+1.8%
$21.9M0.1%$104.31
35
2025-Q3
Increased
207,427
+2.9%
$20.6M0.1%$97.14
35
2025-Q2
Decreased
201,618
-32.4%
$18.9M0.1%$92.40
0
2025-Q1
Decreased
298,284
-2.5%
$26.2M0.2%$86.52
0
2024-Q4
Decreased
305,871
-0.4%
$28.4M0.3%$91.26
0
2024-Q3
Decreased
307,209
-1.1%
$29.8M0.3%$94.30
0

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

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