Advocate Group
MA icon

Advocate Group’s Mastercard MA Stock Holding History

Advocate Group’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 		$4.87M Buy
8,825
+68
+0.8% +$38.2K 0.75% 55
2026
Q2 		$4.5M Buy
8,757
+430
+5% +$214K 0.68% 60
2026
Q1 		$4.16M Buy
8,327
+60
+0.7% +$31.6K 0.65% 59
2025
Q4 		$4.72M Sell
8,267
-181
-2% -$101K 0.76% 57
2025
Q3 		$4.81M Sell
8,448
-274
-3% -$157K 0.79% 52
2025
Q2 		$4.9M Sell
8,722
-68
-0.8% -$37.6K 0.88% 49
2025
Q1 		$4.82M Buy
8,790
+10
+0.1% +$5.44K 0.88% 52
2024
Q4 		$4.62M Buy
8,780
+526
+6% +$272K 0.87% 48
2024
Q3 		$4.08M Buy
8,254
+277
+3% +$129K 0.74% 58
2024
Q2 		$3.52M Buy
7,977
+273
+4% +$124K 0.71% 59
2024
Q1 		$3.71M Buy
7,704
+983
+15% +$449K 0.74% 58
2023
Q4 		$2.87M Buy
6,721
+925
+16% +$372K 0.62% 61
2023
Q3 		$2.29M Buy
5,796
+1,517
+35% +$609K 0.53% 62
2023
Q2 		$1.68M Buy
4,279
+2,296
+116% +$862K 0.37% 69
2023
Q1 		$721K Buy
+1,983
New +$720K 0.16% 85

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

Advocate Group's MA Position: Q3 2026 in Review

Advocate Group increased its Mastercard (MA) stake by 0.78% in Q3 2026, buying an estimated $38.2K and bringing the position to 8,825 shares worth $4.87M. The position accounts for 0.75% of the portfolio, ranked #55.

Advocate Group first reported a position in MA in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.9M in Q2 2025. 1,697 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Advocate Group held 8,825 shares of Mastercard worth $4.87M as of Q3 2026.
  • Advocate Group bought 68 Mastercard shares in Q3 2026, an estimated $38.2K.
  • Mastercard made up 0.75% of Advocate Group's portfolio in Q3 2026, its #55 holding.
  • Advocate Group first reported a position in Mastercard in Q1 2023 and has held it in 15 quarters since.
  • Advocate Group's Mastercard position peaked at $4.9M in Q2 2025.
  • 1,697 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.