Barlow Wealth Partners
MA icon

Barlow Wealth Partners’s Mastercard MA Stock Holding History

Barlow Wealth Partners’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 		$704K Hold
1,242
– – 0.07% 75
2026
Q2 		$646K Buy
1,242
+272
+28% +$136K 0.07% 78
2026
Q1 		$506K Buy
970
+4
+0.4% +$2.11K 0.06% 85
2025
Q4 		$556K Buy
966
+4
+0.4% +$2.24K 0.06% 78
2025
Q3 		$550K Sell
962
-202
-17% -$116K 0.06% 80
2025
Q2 		$654K Buy
1,164
+2
+0.2% +$1.11K 0.08% 70
2025
Q1 		$620K Hold
1,162
– – 0.08% 74
2024
Q4 		$607K Hold
1,162
– – 0.08% 74
2024
Q3 		$571K Hold
1,162
– – 0.07% 83
2024
Q2 		$503K Buy
1,162
+200
+21% +$91.1K 0.07% 82
2024
Q1 		$448K Buy
962
+82
+9% +$37.5K 0.06% 94
2023
Q4 		$375K Buy
+880
New +$354K 0.05% 96

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

Barlow Wealth Partners's MA Position: Q3 2026 in Review

Barlow Wealth Partners held its Mastercard (MA) position steady in Q3 2026 at 1,242 shares worth $704K. The position accounts for 0.07% of the portfolio, ranked #75.

Barlow Wealth Partners first reported a position in MA in Q4 2023 and has held it in 12 quarters since. 2,176 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Barlow Wealth Partners held 1,242 shares of Mastercard worth $704K as of Q3 2026.
  • Barlow Wealth Partners left its Mastercard share count unchanged in Q3 2026.
  • Mastercard made up 0.07% of Barlow Wealth Partners's portfolio in Q3 2026, its #75 holding.
  • Barlow Wealth Partners first reported a position in Mastercard in Q4 2023 and has held it in 12 quarters since.
  • 2,176 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.