Crown Wealth Group
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Crown Wealth Group’s Mastercard MA Stock Holding History

Crown Wealth Group’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 		$587K Sell
1,065
-8
-0.7% -$4.5K 0.15% 76
2026
Q2 		$551K Buy
1,073
+41
+4% +$20.4K 0.14% 74
2026
Q1 		$516K Buy
1,032
+261
+34% +$137K 0.15% 67
2025
Q4 		$440K Sell
771
-69
-8% -$38.6K 0.12% 74
2025
Q3 		$478K Buy
840
+35
+4% +$20.1K 0.14% 68
2025
Q2 		$452K Sell
805
-25
-3% -$13.8K 0.17% 59
2025
Q1 		$455K Buy
830
+43
+5% +$23.4K 0.24% 52
2024
Q4 		$414K Buy
787
+37
+5% +$19.2K 0.17% 71
2024
Q3 		$370K Sell
750
-13
-2% -$6.05K 0.16% 73
2024
Q2 		$337K Buy
763
+12
+2% +$5.47K 0.17% 70
2024
Q1 		$362K Buy
751
+216
+40% +$98.7K 0.19% 62
2023
Q4 		$228K Buy
+535
New +$215K 0.14% 80

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Crown Wealth Group's MA Position: Q3 2026 in Review

Crown Wealth Group reduced its Mastercard (MA) stake by 0.75% in Q3 2026, selling an estimated $4.5K and leaving 1,065 shares worth $587K. The position accounts for 0.15% of the portfolio, ranked #76.

Crown Wealth Group first reported a position in MA in Q4 2023 and has held it in 12 quarters since. 2,324 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Crown Wealth Group held 1,065 shares of Mastercard worth $587K as of Q3 2026.
  • Crown Wealth Group sold 8 Mastercard shares in Q3 2026, an estimated $4.5K.
  • Mastercard made up 0.15% of Crown Wealth Group's portfolio in Q3 2026, its #76 holding.
  • Crown Wealth Group first reported a position in Mastercard in Q4 2023 and has held it in 12 quarters since.
  • 2,324 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.