Challenger 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
Q1
$1.11M Sell
2,229
-20
-0.9% -$10.5K 0.89% 26
2025
Q4
$1.28M Sell
2,249
-3
-0.1% -$1.68K 0.98% 23
2025
Q3
$1.28M Sell
2,252
-471
-17% -$270K 1% 22
2025
Q2
$1.53M Sell
2,723
-9
-0.3% -$4.98K 1.06% 21
2025
Q1
$1.5M Sell
2,732
-2
-0.1% -$1.09K 1.19% 19
2024
Q4
$1.44M Buy
+2,734
New +$1.42M 1.24% 20

Other funds holding MA

Challenger Wealth Management's MA Position: Q1 2026 in Review

Challenger Wealth Management reduced its Mastercard (MA) stake by 0.89% in Q1 2026, selling an estimated $10.5K and leaving 2,229 shares worth $1.11M. The position accounts for 0.89% of the portfolio, ranked #26.

Challenger Wealth Management first reported a position in MA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q2 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Challenger Wealth Management held 2,229 shares of Mastercard worth $1.11M as of Q1 2026.
  • Challenger Wealth Management sold 20 Mastercard shares in Q1 2026, an estimated $10.5K.
  • Mastercard made up 0.89% of Challenger Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Challenger Wealth Management first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • Challenger Wealth Management's Mastercard position peaked at $1.53M in Q2 2025.
  • 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.