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Clune & Associates’s Mastercard MA Stock Holding History

Clune & Associates’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 		$206K Buy
+373
New +$210K 0.03% 158
2026
Q1 		– Sell
-536
Closed -$306K – 171
2025
Q4 		$306K Sell
536
-3
-0.6% -$1.68K 0.07% 135
2025
Q3 		$306K Hold
539
– – 0.08% 121
2025
Q2 		$303K Sell
539
-28
-5% -$15.5K 0.08% 121
2025
Q1 		$311K Sell
567
-12
-2% -$6.53K 0.1% 112
2024
Q4 		$305K Buy
+579
New +$300K 0.1% 116

Other funds holding MA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Clune & Associates's MA Position: Q3 2026 in Review

Clune & Associates opened a new position in Mastercard (MA) in Q3 2026: 373 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings. This is a return to the name: Clune & Associates previously reported a position in MA as recently as Q4 2025.

Clune & Associates first reported a position in MA in Q4 2024 and has held it in 6 quarters since. The position peaked at $311K in Q1 2025. 187 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Clune & Associates held 373 shares of Mastercard worth $206K as of Q3 2026.
  • Mastercard was a new Clune & Associates position in Q3 2026.
  • Mastercard made up 0.03% of Clune & Associates's portfolio in Q3 2026, its #158 holding.
  • Clune & Associates first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • Clune & Associates's Mastercard position peaked at $311K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.