Gratus Wealth Advisors
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Gratus Wealth Advisors’s Mastercard MA Stock Holding History

Gratus Wealth Advisors’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 		$1.31M Sell
2,381
-93
-4% -$52.3K 0.17% 43
2026
Q2 		$1.27M Buy
2,474
+22
+0.9% +$11K 0.16% 46
2026
Q1 		$1.23M Sell
2,452
-74
-3% -$39K 0.18% 50
2025
Q4 		$1.44M Buy
2,526
+72
+3% +$40.2K 0.2% 39
2025
Q3 		$1.4M Sell
2,454
-13
-0.5% -$7.47K 0.2% 43
2025
Q2 		$1.39M Sell
2,467
-14
-0.6% -$7.74K 0.21% 43
2025
Q1 		$1.36M Sell
2,481
-31
-1% -$16.9K 0.22% 41
2024
Q4 		$1.32M Sell
2,512
-29
-1% -$15K 0.21% 44
2024
Q3 		$1.25M Buy
2,541
+111
+5% +$51.6K 0.2% 53
2024
Q2 		$1.08M Buy
2,430
+33
+1% +$15K 0.19% 49
2024
Q1 		$1.09M Sell
2,397
-74
-3% -$33.8K 0.2% 47
2023
Q4 		$1.05M Buy
+2,471
New +$993K 0.21% 52

Other funds holding MA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Gratus Wealth Advisors's MA Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its Mastercard (MA) stake by 3.8% in Q3 2026, selling an estimated $52.3K and leaving 2,381 shares worth $1.31M. The position accounts for 0.17% of the portfolio, ranked #43.

Gratus Wealth Advisors first reported a position in MA in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.44M in Q4 2025. 3,228 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Gratus Wealth Advisors held 2,381 shares of Mastercard worth $1.31M as of Q3 2026.
  • Gratus Wealth Advisors sold 93 Mastercard shares in Q3 2026, an estimated $52.3K.
  • Mastercard made up 0.17% of Gratus Wealth Advisors's portfolio in Q3 2026, its #43 holding.
  • Gratus Wealth Advisors first reported a position in Mastercard in Q4 2023 and has held it in 12 quarters since.
  • Gratus Wealth Advisors's Mastercard position peaked at $1.44M in Q4 2025.
  • 3,228 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.