Insight Advisors
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Insight Advisors’s Mastercard MA Stock Holding History

Insight 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 		$368K Sell
667
-88
-12% -$49.5K 0.06% 162
2026
Q2 		$388K Sell
755
-81
-10% -$40.4K 0.07% 165
2026
Q1 		$417K Buy
836
+1
+0.1% +$527 0.08% 152
2025
Q4 		$477K Buy
835
+18
+2% +$10.1K 0.07% 163
2025
Q3 		$465K Buy
817
+8
+1% +$4.59K 0.07% 165
2025
Q2 		$455K Hold
809
– – 0.07% 164
2025
Q1 		$444K Buy
809
+14
+2% +$7.62K 0.08% 164
2024
Q4 		$418K Buy
795
+48
+6% +$24.8K 0.07% 180
2024
Q3 		$369K Hold
747
– – 0.06% 200
2024
Q2 		$330K Sell
747
-18
-2% -$8.2K 0.06% 214
2024
Q1 		$368K Sell
765
-90
-11% -$41.1K 0.07% 203
2023
Q4 		$365K Buy
855
+5
+0.6% +$2.01K 0.08% 186
2023
Q3 		$337K Sell
850
-50
-6% -$20.1K 0.08% 192
2023
Q2 		$354K Sell
900
-74
-8% -$27.8K 0.08% 188
2023
Q1 		$354K Sell
974
-705
-42% -$256K 0.08% 202
2022
Q4 		$583K Sell
1,679
-333
-17% -$110K 0.2% 133
2022
Q3 		$572K Sell
2,012
-8
-0.4% -$2.65K 0.22% 116
2022
Q2 		$694K Sell
2,020
-292
-13% -$101K 0.24% 113
2022
Q1 		$826K Buy
2,312
+840
+57% +$302K 0.25% 113
2021
Q4 		$529K Buy
1,472
+300
+26% +$104K 0.16% 163
2021
Q3 		$393K Sell
1,172
-52
-4% -$18.9K 0.12% 209
2021
Q2 		$459K Sell
1,224
-966
-44% -$359K 0.14% 187
2021
Q1 		$834K Buy
2,190
+541
+33% +$189K 0.26% 106
2020
Q4 		$589K Buy
+1,649
New +$549K 0.22% 116

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

Insight Advisors's MA Position: Q3 2026 in Review

Insight Advisors reduced its Mastercard (MA) stake by 12% in Q3 2026, selling an estimated $49.5K and leaving 667 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #162.

Insight Advisors first reported a position in MA in Q4 2020 and has held it in 24 quarters since. The position peaked at $834K in Q1 2021. 1,107 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Insight Advisors held 667 shares of Mastercard worth $368K as of Q3 2026.
  • Insight Advisors sold 88 Mastercard shares in Q3 2026, an estimated $49.5K.
  • Mastercard made up 0.06% of Insight Advisors's portfolio in Q3 2026, its #162 holding.
  • Insight Advisors first reported a position in Mastercard in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's Mastercard position peaked at $834K in Q1 2021.
  • 1,107 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.