GK Wealth Management
MA icon

GK Wealth Management’s Mastercard MA Stock Holding History

GK 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 		$56.4K Buy
+103
New +$57.9K 0.03% 434
2026
Q2 		– Sell
-495
Closed -$245K – 256
2026
Q1 		$245K Buy
+495
New +$261K 0.21% 46
2025
Q3 		– Sell
-588
Closed -$331K – 182
2025
Q2 		$331K Sell
588
-223
-27% -$123K 0.3% 88
2025
Q1 		$445K Sell
811
-229
-22% -$125K 0.51% 51
2024
Q4 		$548K Buy
+1,040
New +$538K 0.69% 36

Other funds holding MA

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

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

GK Wealth Management opened a new position in Mastercard (MA) in Q3 2026: 103 shares worth $56.4K. The stake represents 0.03% of the portfolio and ranks #434 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in MA as recently as Q1 2026.

GK Wealth Management first reported a position in MA in Q4 2024 and has held it in 5 quarters since. The position peaked at $548K in Q4 2024. 1,107 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • GK Wealth Management held 103 shares of Mastercard worth $56.4K as of Q3 2026.
  • Mastercard was a new GK Wealth Management position in Q3 2026.
  • Mastercard made up 0.03% of GK Wealth Management's portfolio in Q3 2026, its #434 holding.
  • GK Wealth Management first reported a position in Mastercard in Q4 2024 and has held it in 5 quarters since.
  • GK Wealth Management's Mastercard position peaked at $548K in Q4 2024.
  • 1,107 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.