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

Howard 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 		$1.03M Sell
1,870
-1
-0.1% -$562 0.37% 60
2026
Q2 		$961K Sell
1,871
-2
-0.1% -$997 0.36% 61
2026
Q1 		$936K Hold
1,873
– – 0.39% 60
2025
Q4 		$1.07M Sell
1,873
-70
-4% -$39.1K 0.47% 56
2025
Q3 		$1.11M Sell
1,943
-28
-1% -$16.1K 0.51% 58
2025
Q2 		$1.11M Hold
1,971
– – 0.56% 52
2025
Q1 		$1.08M Hold
1,971
– – 0.6% 46
2024
Q4 		$1.04M Sell
1,971
-5
-0.3% -$2.59K 0.56% 49
2024
Q3 		$976K Hold
1,976
– – 0.57% 50
2024
Q2 		$872K Hold
1,976
– – 0.69% 40
2024
Q1 		$952K Buy
1,976
+20
+1% +$9.14K 0.77% 34
2023
Q4 		$834K Hold
1,956
– – 0.7% 40
2023
Q3 		$774K Hold
1,956
– – 0.71% 39
2023
Q2 		$769K Sell
1,956
-36
-2% -$13.5K 0.67% 40
2023
Q1 		$724K Sell
1,992
-3
-0.2% -$1.09K 0.6% 46
2022
Q4 		$694K Hold
1,995
– – 0.57% 47
2022
Q3 		$567K Hold
1,995
– – 0.4% 57
2022
Q2 		$629K Hold
1,995
– – 0.67% 31
2022
Q1 		$712K Hold
1,995
– – 0.39% 59
2021
Q4 		$716K Sell
1,995
-4
-0.2% -$1.38K 0.38% 61
2021
Q3 		$695K Buy
1,999
+4
+0.2% +$1.46K 0.39% 65
2021
Q2 		$728K Buy
1,995
+1
+0.1% +$372 0.4% 64
2021
Q1 		$709K Buy
1,994
+10
+0.5% +$3.49K 0.41% 61
2020
Q4 		$708K Buy
1,984
+12
+0.6% +$3.99K 0.44% 57
2020
Q3 		$666K Sell
1,972
-9
-0.5% -$2.93K 0.47% 53
2020
Q2 		$585K Sell
1,981
-53
-3% -$14.9K 0.48% 54
2020
Q1 		$491K Buy
2,034
+52
+3% +$15.5K 0.52% 47
2019
Q4 		$591K Buy
+1,982
New +$559K 0.49% 49

Other funds holding MA

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

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

Howard Wealth Management reduced its Mastercard (MA) stake by 0.05% in Q3 2026, selling an estimated $562 and leaving 1,870 shares worth $1.03M. The position accounts for 0.37% of the portfolio, ranked #60.

Howard Wealth Management first reported a position in MA in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.11M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Howard Wealth Management held 1,870 shares of Mastercard worth $1.03M as of Q3 2026.
  • Howard Wealth Management sold 1 Mastercard share in Q3 2026, an estimated $562.
  • Mastercard made up 0.37% of Howard Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Howard Wealth Management first reported a position in Mastercard in Q4 2019 and has held it in 28 quarters since.
  • Howard Wealth Management's Mastercard position peaked at $1.11M in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.