Laird Norton Wetherby Wealth Management’s Mastercard MA Stock Holding History

Laird Norton Wetherby 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
2023 Q3	–	Sell	-1,200	Closed	-$472K	–	947
2023 Q2	$472K	Buy	1,200 +900	+300%	+$338K	0.03%	558
2023 Q1	$109K	Sell	300 -200	-40%	-$72.6K	0.01%	885
2022 Q4	$174K	Buy	+500	New	+$165K	0.01%	821
2022 Q3	–	Hold	0	–	–	–	843
2021 Q4	–	Sell	-800	Closed	-$278K	–	947
2021 Q3	$278K	Buy	800 +300	+60%	+$109K	0.02%	742
2021 Q2	$183K	Buy	+500	New	+$186K	0.01%	883
2021 Q1	–	Sell	-1,000	Closed	-$357K	–	852
2020 Q4	$357K	Buy	+1,000	New	+$333K	0.02%	592

Other funds holding MA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MA Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Mastercard (MA) stake by 0.13% in Q3 2025, selling an estimated $20.7K and leaving 27,323 shares worth $15.5M. The position accounts for 0.63% of the portfolio, ranked #22.

Laird Norton Wetherby Wealth Management first reported a position in MA in Q2 2013 and has held it in 49 quarters since. 3,505 funds tracked by Wall St. Rank hold MA as of Q3 2025.

Laird Norton Wetherby Wealth Management held 27,323 shares of Mastercard worth $15.5M as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 36 Mastercard shares in Q3 2025, an estimated $20.7K.
Mastercard made up 0.63% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #22 holding.
Laird Norton Wetherby Wealth Management first reported a position in Mastercard in Q2 2013 and has held it in 49 quarters since.
3,505 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.