180 Wealth Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $547K | Buy |
1,065
+10
| +0.9% | +$4.99K | 0.05% | 273 |
|
|
2026
Q1 | $527K | Sell |
1,055
-89
| -8% | -$46.9K | 0.06% | 273 |
|
|
2025
Q4 | $653K | Sell |
1,144
-84
| -7% | -$47K | 0.07% | 242 |
|
|
2025
Q3 | $699K | Sell |
1,228
-8
| -0.6% | -$4.59K | 0.09% | 214 |
|
|
2025
Q2 | $695K | Sell |
1,236
-98
| -7% | -$54.2K | 0.1% | 199 |
|
|
2025
Q1 | $731K | Sell |
1,334
-143
| -10% | -$77.8K | 0.12% | 171 |
|
|
2024
Q4 | $778K | Sell |
1,477
-49
| -3% | -$25.4K | 0.12% | 155 |
|
|
2024
Q3 | $754K | Sell |
1,526
-47
| -3% | -$21.9K | 0.12% | 170 |
|
|
2024
Q2 | $687K | Buy |
1,573
+116
| +8% | +$52.8K | 0.11% | 167 |
|
|
2024
Q1 | $702K | Buy |
1,457
+26
| +2% | +$11.9K | 0.13% | 162 |
|
|
2023
Q4 | $604K | Sell |
1,431
-48
| -3% | -$19.3K | 0.12% | 174 |
|
|
2023
Q3 | $586K | Sell |
1,479
-18
| -1% | -$7.22K | 0.13% | 163 |
|
|
2023
Q2 | $590K | Sell |
1,497
-32
| -2% | -$12K | 0.13% | 166 |
|
|
2023
Q1 | $556K | Buy |
1,529
+199
| +15% | +$72.3K | 0.13% | 168 |
|
|
2022
Q4 | $502K | Buy |
1,330
+102
| +8% | +$33.6K | 0.12% | 190 |
|
|
2022
Q3 | $349K | Sell |
1,228
-27
| -2% | -$8.95K | 0.1% | 212 |
|
|
2022
Q2 | $399K | Sell |
1,255
-2
| -0.2% | -$689 | 0.1% | 188 |
|
|
2022
Q1 | $457K | Sell |
1,257
-24
| -2% | -$8.63K | 0.1% | 189 |
|
|
2021
Q4 | $455K | Sell |
1,281
-29
| -2% | -$10K | 0.1% | 190 |
|
|
2021
Q3 | $466K | Sell |
1,310
-14
| -1% | -$5.09K | 0.1% | 194 |
|
|
2021
Q2 | $487K | Sell |
1,324
-99
| -7% | -$36.8K | 0.11% | 179 |
|
|
2021
Q1 | $523K | Sell |
1,423
-125
| -8% | -$43.6K | 0.13% | 153 |
|
|
2020
Q4 | $505K | Sell |
1,548
-22
| -1% | -$7.32K | 0.15% | 145 |
|
|
2020
Q3 | $521K | Sell |
1,570
-73
| -4% | -$23.7K | 0.2% | 110 |
|
|
2020
Q2 | $500K | Sell |
1,643
-166
| -9% | -$46.8K | 0.2% | 110 |
|
|
2020
Q1 | $432K | Buy |
1,809
+172
| +11% | +$51.1K | 0.22% | 112 |
|
|
2019
Q4 | $515K | Buy |
1,637
+28
| +2% | +$7.89K | 0.21% | 128 |
|
|
2019
Q3 | $444K | Buy |
1,609
+75
| +5% | +$20.7K | 0.2% | 143 |
|
|
2019
Q2 | $421K | Sell |
1,534
-655
| -30% | -$164K | 0.19% | 137 |
|
|
2019
Q1 | $536K | Buy |
2,189
+63
| +3% | +$13.6K | 0.24% | 115 |
|
|
2018
Q4 | $473K | Hold |
2,126
| – | – | 0.22% | 134 |
|
|
2018
Q3 | $473K | Buy |
2,126
+532
| +33% | +$111K | 0.22% | 137 |
|
|
2018
Q2 | $313K | Buy |
1,594
+22
| +1% | +$4.14K | 0.16% | 177 |
|
|
2018
Q1 | $281K | Buy |
1,572
+100
| +7% | +$17.1K | 0.15% | 176 |
|
|
2017
Q4 | $223K | Buy |
+1,472
| New | +$219K | 0.11% | 213 |
|
Other funds holding MA
180 Wealth Advisors's MA Position: Q2 2026 in Review
180 Wealth Advisors increased its Mastercard (MA) stake by 0.95% in Q2 2026, buying an estimated $4.99K and bringing the position to 1,065 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #273.
180 Wealth Advisors first reported a position in MA in Q4 2017 and has held it in 35 quarters since. The position peaked at $778K in Q4 2024. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.
- 180 Wealth Advisors held 1,065 shares of Mastercard worth $547K as of Q2 2026.
- 180 Wealth Advisors bought 10 Mastercard shares in Q2 2026, an estimated $4.99K.
- Mastercard made up 0.05% of 180 Wealth Advisors's portfolio in Q2 2026, its #273 holding.
- 180 Wealth Advisors first reported a position in Mastercard in Q4 2017 and has held it in 35 quarters since.
- 180 Wealth Advisors's Mastercard position peaked at $778K in Q4 2024.
- 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.