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Independent Wealth Network’s Mastercard MA Stock Holding History

Independent Wealth Network’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 		$365K Sell
661
-109
-14% -$61.3K 0.09% 226
2026
Q2 		$395K Sell
770
-4
-0.5% -$1.99K 0.1% 209
2026
Q1 		$387K Buy
774
+2
+0.3% +$1.05K 0.11% 196
2025
Q4 		$441K Buy
772
+21
+3% +$11.7K 0.13% 168
2025
Q3 		$427K Buy
751
+93
+14% +$53.4K 0.14% 170
2025
Q2 		$370K Buy
658
+30
+5% +$16.6K 0.13% 172
2025
Q1 		$344K Buy
628
+4
+0.6% +$2.18K 0.14% 166
2024
Q4 		$329K Buy
624
+32
+5% +$16.6K 0.13% 166
2024
Q3 		$292K Sell
592
-53
-8% -$24.6K 0.13% 172
2024
Q2 		$285K Sell
645
-12
-2% -$5.47K 0.13% 175
2024
Q1 		$316K Sell
657
-54
-8% -$24.7K 0.15% 164
2023
Q4 		$303K Buy
711
+4
+0.6% +$1.61K 0.16% 152
2023
Q3 		$280K Sell
707
-39
-5% -$15.7K 0.17% 147
2023
Q2 		$293K Buy
746
+2
+0.3% +$750 0.18% 150
2023
Q1 		$270K Buy
744
+87
+13% +$31.6K 0.17% 144
2022
Q4 		$228K Buy
+657
New +$216K 0.16% 157
2022
Q3 		– Sell
-746
Closed -$235K – 187
2022
Q2 		$235K Sell
746
-30
-4% -$10.3K 0.17% 149
2022
Q1 		$277K Sell
776
-13
-2% -$4.67K 0.18% 147
2021
Q4 		$284K Sell
789
-41
-5% -$14.2K 0.17% 142
2021
Q3 		$273K Buy
+830
New +$302K 0.18% 147

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Independent Wealth Network's MA Position: Q3 2026 in Review

Independent Wealth Network reduced its Mastercard (MA) stake by 14% in Q3 2026, selling an estimated $61.3K and leaving 661 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #226.

Independent Wealth Network first reported a position in MA in Q3 2021 and has held it in 20 quarters since. The position peaked at $441K in Q4 2025. 2,176 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Independent Wealth Network held 661 shares of Mastercard worth $365K as of Q3 2026.
  • Independent Wealth Network sold 109 Mastercard shares in Q3 2026, an estimated $61.3K.
  • Mastercard made up 0.09% of Independent Wealth Network's portfolio in Q3 2026, its #226 holding.
  • Independent Wealth Network first reported a position in Mastercard in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Mastercard position peaked at $441K in Q4 2025.
  • 2,176 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.