Dynamic Wealth Strategies’s Mastercard MA Stock Holding History

Dynamic Wealth Strategies’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	$36.4K	Hold	66	–	–	0.02%	171
2026 Q2	$33.9K	Hold	66	–	–	0.02%	176
2026 Q1	$33K	Hold	66	–	–	0.02%	178
2025 Q4	$37.7K	Hold	66	–	–	0.02%	151
2025 Q3	$37.5K	Hold	66	–	–	0.03%	143
2025 Q2	$37.1K	Hold	66	–	–	0.03%	139
2025 Q1	$36.2K	Buy	+66	New	+$35.9K	0.03%	145
2024 Q4	–	Sell	-70	Closed	-$35K	–	165
2024 Q3	$35K	Hold	70	–	–	0.03%	149
2024 Q2	$31K	Sell	70 -37	-35%	-$16.9K	0.03%	141
2024 Q1	$52K	Sell	107 -7	-6%	-$3.2K	0.04%	123
2023 Q4	$48.6K	Buy	+114	New	+$45.8K	0.04%	122

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

Dynamic Wealth Strategies's MA Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Mastercard (MA) position steady in Q3 2026 at 66 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #171.

Dynamic Wealth Strategies first reported a position in MA in Q4 2023 and has held it in 11 quarters since. The position peaked at $52K in Q1 2024. 1,189 funds tracked by Wall St. Rank hold MA as of Q3 2026.

Dynamic Wealth Strategies held 66 shares of Mastercard worth $36.4K as of Q3 2026.
Dynamic Wealth Strategies left its Mastercard share count unchanged in Q3 2026.
Mastercard made up 0.02% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #171 holding.
Dynamic Wealth Strategies first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Mastercard position peaked at $52K in Q1 2024.
1,189 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

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