Empirical Wealth Management
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Empirical Wealth Management’s Mastercard MA Stock Holding History

Empirical Wealth Management’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 		$5.87M Buy
10,636
+266
+3% +$150K 0.08% 150
2026
Q2 		$5.33M Buy
10,370
+767
+8% +$382K 0.08% 150
2026
Q1 		$4.8M Buy
9,603
+545
+6% +$287K 0.08% 152
2025
Q4 		$5.17M Buy
9,058
+1,275
+16% +$713K 0.09% 140
2025
Q3 		$4.43M Buy
7,783
+1,260
+19% +$724K 0.09% 151
2025
Q2 		$3.67M Buy
6,523
+1,121
+21% +$620K 0.08% 157
2025
Q1 		$2.96M Buy
5,402
+470
+10% +$256K 0.08% 171
2024
Q4 		$2.6M Buy
4,932
+878
+22% +$455K 0.07% 167
2024
Q3 		$2M Buy
4,054
+550
+16% +$256K 0.06% 192
2024
Q2 		$1.55M Buy
3,504
+1,114
+47% +$507K 0.05% 209
2024
Q1 		$1.15M Buy
2,390
+71
+3% +$32.5K 0.03% 247
2023
Q4 		$989K Buy
2,319
+378
+19% +$152K 0.03% 239
2023
Q3 		$769K Buy
1,941
+656
+51% +$263K 0.03% 253
2023
Q2 		$505K Sell
1,285
-566
-31% -$212K 0.02% 304
2023
Q1 		$673K Buy
1,851
+340
+23% +$123K 0.03% 279
2022
Q4 		$525K Sell
1,511
-1,189
-44% -$391K 0.02% 302
2022
Q3 		$768K Buy
2,700
+226
+9% +$74.9K 0.04% 227
2022
Q2 		$780K Sell
2,474
-108
-4% -$37.2K 0.04% 234
2022
Q1 		$923K Sell
2,582
-972
-27% -$349K 0.05% 229
2021
Q4 		$1.28M Buy
3,554
+1,058
+42% +$366K 0.06% 178
2021
Q3 		$868K Sell
2,496
-414
-14% -$151K 0.05% 217
2021
Q2 		$1.06M Buy
2,910
+1,319
+83% +$490K 0.06% 179
2021
Q1 		$566K Buy
1,591
+123
+8% +$42.9K 0.05% 234
2020
Q4 		$524K Buy
1,468
+11
+0.8% +$3.66K 0.04% 246
2020
Q3 		$493K Buy
1,457
+176
+14% +$57.2K 0.04% 219
2020
Q2 		$379K Sell
1,281
-765
-37% -$216K 0.04% 247
2020
Q1 		$494K Buy
2,046
+987
+93% +$293K 0.05% 189
2019
Q4 		$316K Sell
1,059
-182
-15% -$51.3K 0.03% 249
2019
Q3 		$337K Buy
+1,241
New +$342K 0.04% 219
2018
Q4 		– Sell
-959
Closed -$213K – 221
2018
Q3 		$213K Buy
+959
New +$200K 0.04% 202

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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Empirical Wealth Management's MA Position: Q3 2026 in Review

Empirical Wealth Management increased its Mastercard (MA) stake by 2.6% in Q3 2026, buying an estimated $150K and bringing the position to 10,636 shares worth $5.87M. The position accounts for 0.08% of the portfolio, ranked #150.

Empirical Wealth Management first reported a position in MA in Q3 2018 and has held it in 30 quarters since. 2,802 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Empirical Wealth Management held 10,636 shares of Mastercard worth $5.87M as of Q3 2026.
  • Empirical Wealth Management bought 266 Mastercard shares in Q3 2026, an estimated $150K.
  • Mastercard made up 0.08% of Empirical Wealth Management's portfolio in Q3 2026, its #150 holding.
  • Empirical Wealth Management first reported a position in Mastercard in Q3 2018 and has held it in 30 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.