Hbw Advisory Services 13F: Cuts MOAT Stake by $8.8M
Hbw Advisory Services trimmed its stake in MOAT, selling more than half of its shares during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Hbw Advisory Services sold 83,056 shares from its stake in Moat ($MOAT), a 55.41% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 66,830 shares worth $7.06 million at the end of the quarter.
Since the filing, $MOAT is down 0.5% to date (from the $111.23 close on Oct 15, 2026).
Find the original: Hbw Advisory Services 13F filings on SEC EDGAR
MOAT
Moat
Key Points
- Hbw Advisory Services cut its MOAT position by 55.4%, selling 83,056 shares.
- The fund finished the reporting period with 66,830 shares of MOAT.
- The remaining stake in MOAT was valued at $7,064,612 as of the filing date.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Moat alert may contain errors. Disclosures
Hbw Advisory Services pulled back on its investment in MOAT (MOAT) during the period, according to its latest Form 13F filing with the SEC. Form 13F filings are backward-looking and show holdings as of the end of the reporting period, which means they might not reflect the investor's current position today.
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What Changed in Hbw Advisory Services's MOAT Position
Hbw Advisory Services cut its stake in MOAT by a 55.4% decrease, selling 83,056 shares during the period. The fund previously held 149,886 shares and wrapped up the period with 66,830 shares remaining. The remaining holding carried a reported value of $7,064,612 based on the filing numbers.
MOAT Stock Snapshot
Shares of MOAT traded around $110.18 on the market. Institutional filing data captures these moves long after transactions take place, giving a glimpse into how fund managers shifted their portfolios during the quarter.
About MOAT
MOAT operates as an exchange-traded fund that tracks a basket of wide-moat companies. These firms are chosen for their strong competitive advantages, which aim to help them fend off rivals over long market cycles. Institutional changes in funds like MOAT help track how major advisory firms adjust their exposure to quality-focused stock strategies as market conditions shift.
Bottom Line
Investors tracking Hbw Advisory Services will have to watch future SEC filings to see if the firm continues trimming or stabilizes its position. Remember that 13F reports are historical snapshots and do not provide a complete picture of live trading activity.
Related Filing Alerts
Source: Hbw Advisory Services's 13F filing on $MOAT (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Hbw Advisory Services 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts