Acima Private Wealth’s Mastercard MA Stock Holding History

Acima Private Wealth’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	$368K	Sell	668 -66	-9%	-$37.1K	0.11%	88
2026 Q2	$377K	Hold	734	–	–	0.11%	85
2026 Q1	$367K	Hold	734	–	–	0.12%	88
2025 Q4	$419K	Hold	734	–	–	0.13%	86
2025 Q3	$418K	Hold	734	–	–	0.13%	85
2025 Q2	$412K	Sell	734 -50	-6%	-$27.7K	0.14%	82
2025 Q1	$430K	Hold	784	–	–	0.15%	76
2024 Q4	$413K	Hold	784	–	–	0.14%	84
2024 Q3	$387K	Hold	784	–	–	0.13%	91
2024 Q2	$346K	Hold	784	–	–	0.13%	89
2024 Q1	$378K	Hold	784	–	–	0.14%	93
2023 Q4	$334K	Hold	784	–	–	0.13%	101
2023 Q3	$310K	Hold	784	–	–	0.14%	105
2023 Q2	$308K	Hold	784	–	–	0.15%	106
2023 Q1	$285K	Buy	784 +734	+1,468%	+$267K	0.14%	108
2022 Q4	$17.4K	Hold	50	–	–	0.01%	184
2022 Q3	$14.2K	Hold	50	–	–	0.01%	194
2022 Q2	$15.8K	Hold	50	–	–	0.01%	195
2022 Q1	$18K	Hold	50	–	–	0.01%	201
2021 Q4	$18K	Hold	50	–	–	0.01%	201
2021 Q3	$17K	Hold	50	–	–	0.01%	195
2021 Q2	$18K	Hold	50	–	–	0.01%	190
2021 Q1	$18K	Hold	50	–	–	0.01%	189
2020 Q4	$18K	Hold	50	–	–	0.01%	188
2020 Q3	$17K	Sell	50 -41	-45%	-$13.3K	0.01%	185
2020 Q2	$27K	Hold	91	–	–	0.02%	188
2020 Q1	$22K	Sell	91 -150	-62%	-$44.6K	0.02%	198
2019 Q4	$72K	Buy	241 +200	+488%	+$56.4K	0.05%	174
2019 Q3	$11K	Hold	41	–	–	0.01%	230
2019 Q2	$11K	Hold	41	–	–	0.01%	207
2019 Q1	$10K	Hold	41	–	–	0.01%	207
2018 Q4	$8K	Buy	+41	New	+$8.14K	0.01%	219

Other funds holding MA

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Acima Private Wealth's MA Position: Q3 2026 in Review

Acima Private Wealth reduced its Mastercard (MA) stake by 9% in Q3 2026, selling an estimated $37.1K and leaving 668 shares worth $368K. The position accounts for 0.11% of the portfolio, ranked #88.

Acima Private Wealth first reported a position in MA in Q4 2018 and has held it in 32 quarters since. The position peaked at $430K in Q1 2025. 415 funds tracked by Wall St. Rank hold MA as of Q3 2026.

Acima Private Wealth held 668 shares of Mastercard worth $368K as of Q3 2026.
Acima Private Wealth sold 66 Mastercard shares in Q3 2026, an estimated $37.1K.
Mastercard made up 0.11% of Acima Private Wealth's portfolio in Q3 2026, its #88 holding.
Acima Private Wealth first reported a position in Mastercard in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's Mastercard position peaked at $430K in Q1 2025.
415 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.