4Wealth Advisors
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4Wealth Advisors’s Mastercard MA Stock Holding History

4Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-834
Closed -$425K – 154
2026
Q2 		$425K Sell
834
-105
-11% -$52.4K 0.33% 92
2026
Q1 		$464K Buy
939
+89
+10% +$46.9K 0.4% 83
2025
Q4 		$485K Buy
850
+46
+6% +$25.7K 0.41% 82
2025
Q3 		$457K Buy
804
+46
+6% +$26.4K 0.41% 82
2025
Q2 		$426K Sell
758
-13
-2% -$7.19K 0.43% 78
2025
Q1 		$423K Buy
771
+62
+9% +$33.8K 0.46% 79
2024
Q4 		$373K Buy
+709
New +$367K 0.37% 90

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

4Wealth Advisors's MA Position: Q3 2026 in Review

4Wealth Advisors sold out of Mastercard (MA) in Q3 2026, closing a stake of 834 shares — an estimated $425K sold.

4Wealth Advisors first reported a position in MA in Q4 2024 and held it in 7 quarters. The position peaked at $485K in Q4 2025. 1,686 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • 4Wealth Advisors reported no remaining Mastercard position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 834 Mastercard shares in Q3 2026, an estimated $425K.
  • 4Wealth Advisors first reported a position in Mastercard in Q4 2024 and held it in 7 quarters.
  • 4Wealth Advisors's Mastercard position peaked at $485K in Q4 2025.
  • 1,686 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.