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Global Wealth Strategies & Associates’s Mastercard MA Stock Holding History

Global Wealth Strategies & Associates’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 		$207K Buy
+375
New +$211K 0.04% 108
2026
Q2 		– Sell
-108
Closed -$54K – 293
2026
Q1 		$54K Sell
108
-29
-21% -$15.3K 0.01% 164
2025
Q4 		$78.2K Hold
137
– – 0.02% 121
2025
Q3 		$77.9K Hold
137
– – 0.02% 117
2025
Q2 		$77K Sell
137
-3
-2% -$1.66K 0.02% 88
2025
Q1 		$76.7K Buy
140
+3
+2% +$1.63K 0.02% 89
2024
Q4 		$72.1K Hold
137
– – 0.02% 91
2024
Q3 		$67.7K Hold
137
– – 0.02% 82
2024
Q2 		$60.4K Hold
137
– – 0.02% 80
2024
Q1 		$66K Hold
137
– – 0.02% 76
2023
Q4 		$58.4K Hold
137
– – 0.02% 79
2023
Q3 		$54.2K Hold
137
– – 0.03% 75
2023
Q2 		$53.9K Hold
137
– – 0.03% 75
2023
Q1 		$49.8K Buy
137
+65
+90% +$23.6K 0.03% 75
2022
Q4 		$25K Buy
+72
New +$23.7K 0.01% 101

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

Global Wealth Strategies & Associates's MA Position: Q3 2026 in Review

Global Wealth Strategies & Associates opened a new position in Mastercard (MA) in Q3 2026: 375 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #108 among its holdings. This is a return to the name: Global Wealth Strategies & Associates previously reported a position in MA as recently as Q1 2026.

Global Wealth Strategies & Associates first reported a position in MA in Q4 2022 and has held it in 15 quarters since. 187 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Global Wealth Strategies & Associates held 375 shares of Mastercard worth $207K as of Q3 2026.
  • Mastercard was a new Global Wealth Strategies & Associates position in Q3 2026.
  • Mastercard made up 0.04% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #108 holding.
  • Global Wealth Strategies & Associates first reported a position in Mastercard in Q4 2022 and has held it in 15 quarters since.
  • 187 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.