AWA
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Aletheian Wealth Advisors’s Mastercard MA Stock Holding History

Aletheian Wealth 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 		$500K Buy
906
+6
+0.7% +$3.37K 0.2% 64
2026
Q2 		$462K Buy
900
+77
+9% +$38.4K 0.2% 66
2026
Q1 		$411K Buy
+823
New +$433K 0.2% 64
2025
Q3 		$539K Sell
948
-14
-1% -$8.04K 0.25% 56
2025
Q2 		$541K Buy
962
+16
+2% +$8.85K 0.27% 54
2025
Q1 		$519K Buy
946
+117
+14% +$63.7K 0.29% 57
2024
Q4 		$437K Buy
829
+53
+7% +$27.4K 0.26% 57
2024
Q3 		$383K Buy
776
+11
+1% +$5.12K 0.22% 60
2024
Q2 		$337K Buy
765
+127
+20% +$57.9K 0.18% 69
2024
Q1 		$307K Buy
638
+104
+19% +$47.5K 0.17% 69
2023
Q4 		$228K Sell
534
-52
-9% -$20.9K 0.15% 74
2023
Q3 		$232K Buy
586
+1
+0.2% +$401 0.18% 70
2023
Q2 		$230K Buy
+585
New +$220K 0.16% 74

Other funds holding MA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
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
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

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

Aletheian Wealth Advisors increased its Mastercard (MA) stake by 0.67% in Q3 2026, buying an estimated $3.37K and bringing the position to 906 shares worth $500K. The position accounts for 0.2% of the portfolio, ranked #64.

Aletheian Wealth Advisors first reported a position in MA in Q2 2023 and has held it in 13 quarters since. The position peaked at $541K in Q2 2025. 187 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Aletheian Wealth Advisors held 906 shares of Mastercard worth $500K as of Q3 2026.
  • Aletheian Wealth Advisors bought 6 Mastercard shares in Q3 2026, an estimated $3.37K.
  • Mastercard made up 0.2% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #64 holding.
  • Aletheian Wealth Advisors first reported a position in Mastercard in Q2 2023 and has held it in 13 quarters since.
  • Aletheian Wealth Advisors's Mastercard position peaked at $541K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.