Altus Wealth Group
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Altus Wealth Group’s Mastercard MA Stock Holding History

Altus Wealth 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 		$491K Buy
891
+56
+7% +$31.5K 0.18% 77
2026
Q2 		$429K Sell
835
-35
-4% -$17.5K 0.15% 101
2026
Q1 		$435K Buy
870
+18
+2% +$9.48K 0.18% 90
2025
Q4 		$486K Sell
852
-25
-3% -$14K 0.19% 87
2025
Q3 		$499K Sell
877
-8
-0.9% -$4.59K 0.2% 87
2025
Q2 		$497K Sell
885
-2
-0.2% -$1.11K 0.22% 83
2025
Q1 		$486K Buy
887
+7
+0.8% +$3.81K 0.23% 81
2024
Q4 		$463K Buy
880
+6
+0.7% +$3.11K 0.21% 95
2024
Q3 		$432K Sell
874
-25
-3% -$11.6K 0.18% 98
2024
Q2 		$397K Buy
899
+42
+5% +$19.1K 0.2% 93
2024
Q1 		$413K Sell
857
-50
-6% -$22.9K 0.21% 95
2023
Q4 		$387K Hold
907
– – 0.21% 96
2023
Q3 		$359K Sell
907
-109
-11% -$43.8K 0.23% 91
2023
Q2 		$400K Buy
1,016
+50
+5% +$18.8K 0.25% 90
2023
Q1 		$351K Sell
966
-1,137
-54% -$413K 0.24% 96
2022
Q4 		$731K Buy
2,103
+593
+39% +$195K 0.56% 47
2022
Q3 		$525K Hold
1,510
– – 0.52% 52
2022
Q2 		$525K Sell
1,510
-22
-1% -$7.58K 0.52% 52
2022
Q1 		$548K Buy
1,532
+22
+1% +$7.91K 0.45% 53
2021
Q4 		$543K Hold
1,510
– – 0.45% 56
2021
Q3 		$525K Buy
+1,510
New +$549K 0.52% 52
2021
Q1 		– Sell
-410
Closed -$147K – 515
2020
Q4 		$147K Buy
+410
New +$136K 0.14% 113

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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

Altus Wealth Group's MA Position: Q3 2026 in Review

Altus Wealth Group increased its Mastercard (MA) stake by 6.7% in Q3 2026, buying an estimated $31.5K and bringing the position to 891 shares worth $491K. The position accounts for 0.18% of the portfolio, ranked #77.

Altus Wealth Group first reported a position in MA in Q4 2020 and has held it in 22 quarters since. The position peaked at $731K in Q4 2022. 2,176 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Altus Wealth Group held 891 shares of Mastercard worth $491K as of Q3 2026.
  • Altus Wealth Group bought 56 Mastercard shares in Q3 2026, an estimated $31.5K.
  • Mastercard made up 0.18% of Altus Wealth Group's portfolio in Q3 2026, its #77 holding.
  • Altus Wealth Group first reported a position in Mastercard in Q4 2020 and has held it in 22 quarters since.
  • Altus Wealth Group's Mastercard position peaked at $731K in Q4 2022.
  • 2,176 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.