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Kaydan Wealth Management’s Mastercard MA Stock Holding History

Kaydan 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 		$381K Buy
691
+13
+2% +$7.31K 0.13% 78
2026
Q2 		$348K Sell
678
-9
-1% -$4.49K 0.11% 89
2026
Q1 		$343K Buy
687
+16
+2% +$8.43K 0.11% 81
2025
Q4 		$383K Sell
671
-4
-0.6% -$2.24K 0.11% 76
2025
Q3 		$384K Hold
675
– – 0.11% 78
2025
Q2 		$379K Sell
675
-22
-3% -$12.2K 0.12% 74
2025
Q1 		$382K Sell
697
-8
-1% -$4.36K 0.12% 74
2024
Q4 		$371K Hold
705
– – 0.12% 74
2024
Q3 		$348K Hold
705
– – 0.1% 78
2024
Q2 		$311K Buy
705
+9
+1% +$4.1K 0.11% 82
2024
Q1 		$335K Hold
696
– – 0.11% 75
2023
Q4 		$297K Sell
696
-29
-4% -$11.7K 0.12% 82
2023
Q3 		$287K Hold
725
– – 0.11% 78
2023
Q2 		$285K Sell
725
-25
-3% -$9.38K 0.12% 80
2023
Q1 		$273K Sell
750
-88
-11% -$32K 0.11% 80
2022
Q4 		$291K Buy
838
+17
+2% +$5.6K 0.12% 74
2022
Q3 		$233K Sell
821
-402
-33% -$133K 0.13% 75
2022
Q2 		$386K Sell
1,223
-1
-0.1% -$344 0.21% 58
2022
Q1 		$437K Buy
1,224
+28
+2% +$10.1K 0.19% 62
2021
Q4 		$430K Buy
+1,196
New +$414K 0.16% 64

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

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

Kaydan Wealth Management increased its Mastercard (MA) stake by 1.9% in Q3 2026, buying an estimated $7.31K and bringing the position to 691 shares worth $381K. The position accounts for 0.13% of the portfolio, ranked #78.

Kaydan Wealth Management first reported a position in MA in Q4 2021 and has held it in 20 quarters since. The position peaked at $437K in Q1 2022. 187 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Kaydan Wealth Management held 691 shares of Mastercard worth $381K as of Q3 2026.
  • Kaydan Wealth Management bought 13 Mastercard shares in Q3 2026, an estimated $7.31K.
  • Mastercard made up 0.13% of Kaydan Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Kaydan Wealth Management first reported a position in Mastercard in Q4 2021 and has held it in 20 quarters since.
  • Kaydan Wealth Management's Mastercard position peaked at $437K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.