Robertson Stephens Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Robertson Stephens Wealth Management, LLC

$3.07 Billion
Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 122,685 shares of MOAT stock, worth $10.5 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

122,685

Previous 131,090 6.41%

Holding current value

$10.5 Million

Previous $11.3 Million 6.41%

% of portfolio

0.34%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	N/A	-8,405 Reduced 6.41%	122,685 $10.5 Million
Q1 2025 Apr 17, 2025	SELL	N/A	-2,587 Reduced 1.94%	131,090 $11.3 Million
Q4 2024 Jan 27, 2025	SELL	N/A	-6,204 Reduced 4.44%	133,677 $11.5 Million
Q3 2024 Nov 12, 2024	BUY	$85.84 - $85.84 $11 Million - $11 Million	128,528 Added 1132.11%	139,881 $12 Million
Q2 2024 Aug 13, 2024	BUY	$83.97 - $89.72 $953,311 - $1.02 Million	11,353 New	11,353 $983,000
Q3 2023 Nov 13, 2023	BUY	$74.88 - $83.28 $5.36 Million - $5.96 Million	71,576 New	71,576 $5.43 Million

Others Institutions Holding MOAT

# of Institutions

759

Shares Held

95.2M

Call Options Held

37K

Put Options Held

9.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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Robertson Stephens Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History