Amplius Wealth Advisors
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Amplius Wealth Advisors’s Mastercard MA Stock Holding History

Amplius 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 		$897K Buy
1,627
+355
+28% +$200K 0.06% 86
2026
Q2 		$653K Buy
1,272
+635
+100% +$317K 0.05% 106
2026
Q1 		$318K Sell
637
-49
-7% -$25.8K 0.03% 142
2025
Q4 		$392K Sell
686
-124
-15% -$69.3K 0.03% 125
2025
Q3 		$461K Sell
810
-277
-25% -$159K 0.04% 113
2025
Q2 		$611K Sell
1,087
-372
-25% -$206K 0.06% 105
2025
Q1 		$800K Buy
1,459
+51
+4% +$27.8K 0.08% 85
2024
Q4 		$741K Buy
1,408
+1
+0.1% +$518 0.08% 86
2024
Q3 		$695K Sell
1,407
-5
-0.4% -$2.32K 0.08% 82
2024
Q2 		$623K Hold
1,412
– – 0.07% 87
2024
Q1 		$680K Buy
1,412
+18
+1% +$8.23K 0.08% 85
2023
Q4 		$595K Sell
1,394
-26
-2% -$10.4K 0.07% 87
2023
Q3 		$562K Buy
1,420
+5
+0.4% +$2.01K 0.08% 89
2023
Q2 		$557K Sell
1,415
-10
-0.7% -$3.75K 0.08% 92
2023
Q1 		$518K Buy
1,425
+59
+4% +$21.4K 0.07% 91
2022
Q4 		$475K Buy
1,366
+44
+3% +$14.5K 0.08% 91
2022
Q3 		$376K Buy
+1,322
New +$438K 0.07% 102
2022
Q1 		– Sell
-314
Closed -$112K – 596
2021
Q4 		$112K Buy
+314
New +$109K 0.02% 234

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

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

Amplius Wealth Advisors increased its Mastercard (MA) stake by 28% in Q3 2026, buying an estimated $200K and bringing the position to 1,627 shares worth $897K. The position accounts for 0.06% of the portfolio, ranked #86.

Amplius Wealth Advisors first reported a position in MA in Q4 2021 and has held it in 18 quarters since. 1,107 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Amplius Wealth Advisors held 1,627 shares of Mastercard worth $897K as of Q3 2026.
  • Amplius Wealth Advisors bought 355 Mastercard shares in Q3 2026, an estimated $200K.
  • Mastercard made up 0.06% of Amplius Wealth Advisors's portfolio in Q3 2026, its #86 holding.
  • Amplius Wealth Advisors first reported a position in Mastercard in Q4 2021 and has held it in 18 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

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