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

Baron 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 		$1.07M Buy
1,933
+321
+20% +$180K 0.27% 47
2026
Q2 		$828K Buy
1,612
+253
+19% +$126K 0.21% 63
2026
Q1 		$679K Sell
1,359
-129
-9% -$67.9K 0.2% 69
2025
Q4 		$850K Hold
1,488
– – 0.26% 52
2025
Q3 		$847K Buy
1,488
+31
+2% +$17.8K 0.28% 45
2025
Q2 		$819K Buy
1,457
+168
+13% +$92.9K 0.29% 42
2025
Q1 		$707K Buy
1,289
+306
+31% +$167K 0.31% 47
2024
Q4 		$518K Buy
983
+45
+5% +$23.3K 0.24% 61
2024
Q3 		$463K Buy
938
+281
+43% +$131K 0.22% 71
2024
Q2 		$290K Sell
657
-49
-7% -$22.3K 0.15% 116
2024
Q1 		$340K Buy
706
+66
+10% +$30.2K 0.18% 100
2023
Q4 		$273K Buy
640
+17
+3% +$6.83K 0.15% 123
2023
Q3 		$247K Sell
623
-2
-0.3% -$803 0.16% 113
2023
Q2 		$246K Buy
625
+29
+5% +$10.9K 0.16% 114
2023
Q1 		$217K Sell
596
-5
-0.8% -$1.82K 0.15% 119
2022
Q4 		$209K Buy
+601
New +$198K 0.16% 124

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Baron Wealth Management increased its Mastercard (MA) stake by 20% in Q3 2026, buying an estimated $180K and bringing the position to 1,933 shares worth $1.07M. The position accounts for 0.27% of the portfolio, ranked #47.

Baron Wealth Management first reported a position in MA in Q4 2022 and has held it in 16 quarters since. 2,497 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Baron Wealth Management held 1,933 shares of Mastercard worth $1.07M as of Q3 2026.
  • Baron Wealth Management bought 321 Mastercard shares in Q3 2026, an estimated $180K.
  • Mastercard made up 0.27% of Baron Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Baron Wealth Management first reported a position in Mastercard in Q4 2022 and has held it in 16 quarters since.
  • 2,497 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.