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Elevation Wealth Partners’s Mastercard MA Stock Holding History

Elevation Wealth Partners’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 		$199K Buy
360
+50
+16% +$28.1K 0.06% 145
2026
Q2 		$159K Buy
310
+22
+8% +$11K 0.05% 155
2026
Q1 		$144K Buy
288
+31
+12% +$16.3K 0.05% 140
2025
Q4 		$147K Buy
257
+1
+0.4% +$559 0.05% 136
2025
Q3 		$146K Buy
256
+47
+22% +$27K 0.05% 138
2025
Q2 		$117K Hold
209
– – 0.05% 158
2025
Q1 		$115K Hold
209
– – 0.05% 152
2024
Q4 		$110K Hold
209
– – 0.05% 158
2024
Q3 		$103K Buy
209
+1
+0.5% +$465 0.04% 162
2024
Q2 		$92K Sell
208
-12
-5% -$5.47K 0.04% 166
2024
Q1 		$106K Buy
220
+89
+68% +$40.7K 0.05% 155
2023
Q4 		$51.9K Hold
131
– – 0.03% 205
2023
Q3 		$51.9K Hold
131
– – 0.04% 145
2023
Q2 		$51.5K Hold
131
– – 0.04% 150
2023
Q1 		$47.6K Buy
+131
New +$47.6K 0.04% 160

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

Elevation Wealth Partners's MA Position: Q3 2026 in Review

Elevation Wealth Partners increased its Mastercard (MA) stake by 16% in Q3 2026, buying an estimated $28.1K and bringing the position to 360 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #145.

Elevation Wealth Partners first reported a position in MA in Q1 2023 and has held it in 15 quarters since. 187 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Elevation Wealth Partners held 360 shares of Mastercard worth $199K as of Q3 2026.
  • Elevation Wealth Partners bought 50 Mastercard shares in Q3 2026, an estimated $28.1K.
  • Mastercard made up 0.06% of Elevation Wealth Partners's portfolio in Q3 2026, its #145 holding.
  • Elevation Wealth Partners first reported a position in Mastercard in Q1 2023 and has held it in 15 quarters since.
  • 187 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.