Rothwell Investment Advisors, LLC’s Mastercard MA Stock Holding History

Rothwell Investment Advisors, LLC’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	$298K	Buy	+540	New	+$304K	0.16%	129

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Mastercard (MA) in Q3 2026: 540 shares worth $298K. The stake represents 0.16% of the portfolio and ranks #129 among its holdings.

2,176 funds tracked by Wall St. Rank hold MA as of Q3 2026.

Rothwell Investment Advisors, LLC held 540 shares of Mastercard worth $298K as of Q3 2026.
Mastercard was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Mastercard made up 0.16% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #129 holding.
2,176 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.