DiNuzzo Private Wealth’s Mastercard MA Stock Holding History

DiNuzzo Private Wealth’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	$286K	Hold	518	–	–	0.03%	68
2026 Q2	$266K	Sell	518 -1	-0.2%	-$499	0.03%	70
2026 Q1	$259K	Hold	519	–	–	0.03%	70
2025 Q4	$296K	Hold	519	–	–	0.03%	69
2025 Q3	$309K	Hold	519	–	–	0.04%	60
2025 Q2	$292K	Sell	519 -1	-0.2%	-$553	0.03%	62
2025 Q1	$285K	Buy	520 +1	+0.2%	+$544	0.04%	62
2024 Q4	$273K	Hold	519	–	–	0.03%	64
2024 Q3	$256K	Buy	519 +1	+0.2%	+$465	0.03%	66
2024 Q2	$229K	Buy	518 +27	+5%	+$12.3K	0.03%	49
2024 Q1	$236K	Hold	491	–	–	0.03%	47
2023 Q4	$209K	Buy	+491	New	+$197K	0.03%	47

Other funds holding MA

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

DiNuzzo Private Wealth's MA Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Mastercard (MA) position steady in Q3 2026 at 518 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #68.

DiNuzzo Private Wealth first reported a position in MA in Q4 2023 and has held it in 12 quarters since. The position peaked at $309K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold MA as of Q3 2026.

DiNuzzo Private Wealth held 518 shares of Mastercard worth $286K as of Q3 2026.
DiNuzzo Private Wealth left its Mastercard share count unchanged in Q3 2026.
Mastercard made up 0.03% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #68 holding.
DiNuzzo Private Wealth first reported a position in Mastercard in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Mastercard position peaked at $309K in Q3 2025.
1,293 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.