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Atwater Malick’s Mastercard MA Stock Holding History

Atwater Malick’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 		$1.15M Sell
2,092
-100
-5% -$56.2K 0.25% 49
2026
Q2 		$1.13M Buy
2,192
+136
+7% +$67.8K 0.25% 50
2026
Q1 		$1.03M Sell
2,056
-10
-0.5% -$5.27K 0.28% 42
2025
Q4 		$1.18M Sell
2,066
-8
-0.4% -$4.47K 0.33% 38
2025
Q3 		$1.18M Hold
2,074
– – 0.34% 37
2025
Q2 		$1.17M Buy
2,074
+46
+2% +$25.4K 0.37% 39
2025
Q1 		$1.11M Hold
2,028
– – 0.38% 37
2024
Q4 		$1.07M Hold
2,028
– – 0.36% 38
2024
Q3 		$1M Hold
2,028
– – 0.32% 39
2024
Q2 		$895K Hold
2,028
– – 0.31% 39
2024
Q1 		$977K Buy
2,028
+18
+0.9% +$8.23K 0.34% 39
2023
Q4 		$857K Hold
2,010
– – 0.34% 37
2023
Q3 		$796K Hold
2,010
– – 0.35% 37
2023
Q2 		$791K Buy
2,010
+150
+8% +$56.3K 0.34% 35
2023
Q1 		$676K Hold
1,860
– – 0.32% 31
2022
Q4 		$647K Buy
1,860
+282
+18% +$92.8K 0.32% 31
2022
Q3 		$449K Hold
1,578
– – 0.25% 36
2022
Q2 		$498K Hold
1,578
– – 0.26% 36
2022
Q1 		$564K Hold
1,578
– – 0.27% 34
2021
Q4 		$567K Hold
1,578
– – 0.26% 33
2021
Q3 		$549K Hold
1,578
– – 0.29% 31
2021
Q2 		$576K Hold
1,578
– – 0.32% 31
2021
Q1 		$562K Hold
1,578
– – 0.35% 30
2020
Q4 		$563K Hold
1,578
– – 0.35% 30
2020
Q3 		$534K Hold
1,578
– – 0.37% 30
2020
Q2 		$467K Hold
1,578
– – 0.37% 30
2020
Q1 		$381K Hold
1,578
– – 0.37% 29
2019
Q4 		$471K Hold
1,578
– – 0.37% 28
2019
Q3 		$429K Hold
1,578
– – 0.36% 30
2019
Q2 		$417K Sell
1,578
-100
-6% -$25K 0.38% 30
2019
Q1 		$395K Sell
1,678
-200
-11% -$43K 0.39% 29
2018
Q4 		$354K Buy
+1,878
New +$373K 0.4% 29

Other funds holding MA

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 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 4.56% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Atwater Malick's MA Position: Q3 2026 in Review

Atwater Malick reduced its Mastercard (MA) stake by 4.6% in Q3 2026, selling an estimated $56.2K and leaving 2,092 shares worth $1.15M. The position accounts for 0.25% of the portfolio, ranked #49.

Atwater Malick first reported a position in MA in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.18M in Q3 2025. 830 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Atwater Malick held 2,092 shares of Mastercard worth $1.15M as of Q3 2026.
  • Atwater Malick sold 100 Mastercard shares in Q3 2026, an estimated $56.2K.
  • Mastercard made up 0.25% of Atwater Malick's portfolio in Q3 2026, its #49 holding.
  • Atwater Malick first reported a position in Mastercard in Q4 2018 and has held it in 32 quarters since.
  • Atwater Malick's Mastercard position peaked at $1.18M in Q3 2025.
  • 830 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.