Capital Advantage’s Mastercard MA Stock Holding History

Capital Advantage’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	$538K	Buy	+975	New	+$548K	0.06%	98

Other funds holding MA

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Capital Advantage's MA Position: Q3 2026 in Review

Capital Advantage opened a new position in Mastercard (MA) in Q3 2026: 975 shares worth $538K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings.

1,202 funds tracked by Wall St. Rank hold MA as of Q3 2026.

Capital Advantage held 975 shares of Mastercard worth $538K as of Q3 2026.
Mastercard was a new Capital Advantage position in Q3 2026.
Mastercard made up 0.06% of Capital Advantage's portfolio in Q3 2026, its #98 holding.
1,202 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.