Atticus Wealth Management
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Atticus Wealth Management’s Mastercard MA Stock Holding History

Atticus Wealth Management’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 		$1.02M Buy
1,855
+210
+13% +$118K 0.23% 65
2026
Q2 		$845K Buy
1,645
+44
+3% +$21.9K 0.2% 76
2026
Q1 		$800K Sell
1,601
-180
-10% -$94.8K 0.22% 74
2025
Q4 		$1.02M Sell
1,781
-15
-0.8% -$8.38K 0.25% 62
2025
Q3 		$1.02M Buy
1,796
+145
+9% +$83.3K 0.26% 60
2025
Q2 		$928K Buy
1,651
+253
+18% +$140K 0.25% 54
2025
Q1 		$766K Sell
1,398
-40
-3% -$21.8K 0.25% 56
2024
Q4 		$757K Buy
1,438
+41
+3% +$21.2K 0.24% 53
2024
Q3 		$690K Sell
1,397
-81
-5% -$37.7K 0.22% 57
2024
Q2 		$652K Sell
1,478
-256
-15% -$117K 0.21% 54
2024
Q1 		$835K Buy
1,734
+23
+1% +$10.5K 0.27% 50
2023
Q4 		$730K Buy
1,711
+21
+1% +$8.44K 0.26% 50
2023
Q3 		$669K Buy
1,690
+64
+4% +$25.7K 0.26% 58
2023
Q2 		$640K Sell
1,626
-78
-5% -$29.3K 0.24% 58
2023
Q1 		$619K Sell
1,704
-193
-10% -$70.1K 0.24% 66
2022
Q4 		$660K Buy
1,897
+46
+2% +$15.1K 0.27% 66
2022
Q3 		$584K Hold
1,851
– – 0.28% 51
2022
Q2 		$584K Sell
1,851
-328
-15% -$113K 0.24% 63
2022
Q1 		$778K Sell
2,179
-100
-4% -$36K 0.28% 58
2021
Q4 		$819K Buy
2,279
+63
+3% +$21.8K 0.32% 48
2021
Q3 		$771K Sell
2,216
-209
-9% -$76K 0.34% 45
2021
Q2 		$885K Sell
2,425
-132
-5% -$49.1K 0.39% 46
2021
Q1 		$910K Sell
2,557
-311
-11% -$109K 0.43% 45
2020
Q4 		$1.02M Buy
2,868
+487
+20% +$162K 0.52% 41
2020
Q3 		$805K Buy
2,381
+120
+5% +$39K 0.48% 47
2020
Q2 		$669K Buy
2,261
+543
+32% +$153K 0.44% 45
2020
Q1 		$415K Buy
1,718
+11
+0.6% +$3.27K 0.33% 48
2019
Q4 		$510K Buy
+1,707
New +$481K 0.33% 51

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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

Atticus Wealth Management's MA Position: Q3 2026 in Review

Atticus Wealth Management increased its Mastercard (MA) stake by 13% in Q3 2026, buying an estimated $118K and bringing the position to 1,855 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #65.

Atticus Wealth Management first reported a position in MA in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.02M in Q4 2020. 1,965 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Atticus Wealth Management held 1,855 shares of Mastercard worth $1.02M as of Q3 2026.
  • Atticus Wealth Management bought 210 Mastercard shares in Q3 2026, an estimated $118K.
  • Mastercard made up 0.23% of Atticus Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Atticus Wealth Management first reported a position in Mastercard in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's Mastercard position peaked at $1.02M in Q4 2020.
  • 1,965 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

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