Able Wealth Management
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Able Wealth Management’s Mastercard MA Stock Holding History

Able Wealth Management’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 		$2.78M Buy
4,918
+28
+0.6% +$15.7K 0.61% 37
2026
Q2 		$2.5M Buy
4,890
+100
+2% +$49.9K 0.57% 40
2026
Q1 		$2.39M Sell
4,790
-65
-1% -$34.2K 0.64% 37
2025
Q4 		$2.77M Buy
4,855
+94
+2% +$52.5K 0.88% 30
2025
Q3 		$2.71M Buy
4,761
+21
+0.4% +$12.1K 1.02% 29
2025
Q2 		$2.66M Buy
4,740
+24
+0.5% +$13.3K 1.34% 20
2025
Q1 		$2.59M Hold
4,716
– – 1.53% 21
2024
Q4 		$2.48M Hold
4,716
– – 1.63% 17
2024
Q3 		$2.33M Buy
4,716
+7
+0.1% +$3.26K 1.77% 14
2024
Q2 		$2.08M Buy
4,709
+7
+0.1% +$3.19K 1.71% 15
2024
Q1 		$2.26M Buy
4,702
+22
+0.5% +$10.1K 1.98% 12
2023
Q4 		$2M Buy
+4,680
New +$1.88M 1.81% 14

Other funds holding MA

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
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Able Wealth Management's MA Position: Q3 2026 in Review

Able Wealth Management increased its Mastercard (MA) stake by 0.57% in Q3 2026, buying an estimated $15.7K and bringing the position to 4,918 shares worth $2.78M. The position accounts for 0.61% of the portfolio, ranked #37.

Able Wealth Management first reported a position in MA in Q4 2023 and has held it in 12 quarters since. 1,202 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Able Wealth Management held 4,918 shares of Mastercard worth $2.78M as of Q3 2026.
  • Able Wealth Management bought 28 Mastercard shares in Q3 2026, an estimated $15.7K.
  • Mastercard made up 0.61% of Able Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Able Wealth Management first reported a position in Mastercard in Q4 2023 and has held it in 12 quarters since.
  • 1,202 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.