Atticus Wealth Management’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Atticus Wealth Management's MA Position: Q2 2026 in Review

Atticus Wealth Management increased its Mastercard (MA) stake by 2.7% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,645 shares worth $845K. The position accounts for 0.2% of the portfolio, ranked #76.

Atticus Wealth Management first reported a position in MA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.02M in Q4 2020. 1,427 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Atticus Wealth Management held 1,645 shares of Mastercard worth $845K as of Q2 2026.
  • Atticus Wealth Management bought 44 Mastercard shares in Q2 2026, an estimated $21.9K.
  • Mastercard made up 0.2% of Atticus Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Atticus Wealth Management first reported a position in Mastercard in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Mastercard position peaked at $1.02M in Q4 2020.
  • 1,427 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.