LeConte Wealth Management
MA icon

LeConte Wealth Management’s Mastercard MA Stock Holding History

LeConte 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 		$506K Buy
918
+102
+13% +$57.3K 0.27% 67
2026
Q2 		$419K Buy
816
+173
+27% +$86.3K 0.23% 78
2026
Q1 		$321K Sell
643
-117
-15% -$61.6K 0.21% 86
2025
Q4 		$434K Sell
760
-2
-0.3% -$1.12K 0.28% 55
2025
Q3 		$433K Buy
762
+90
+13% +$51.7K 0.29% 52
2025
Q2 		$378K Buy
+672
New +$372K 0.26% 51

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
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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

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

LeConte Wealth Management increased its Mastercard (MA) stake by 13% in Q3 2026, buying an estimated $57.3K and bringing the position to 918 shares worth $506K. The position accounts for 0.27% of the portfolio, ranked #67.

LeConte Wealth Management first reported a position in MA in Q2 2025 and has held it in 6 quarters since. 1,575 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • LeConte Wealth Management held 918 shares of Mastercard worth $506K as of Q3 2026.
  • LeConte Wealth Management bought 102 Mastercard shares in Q3 2026, an estimated $57.3K.
  • Mastercard made up 0.27% of LeConte Wealth Management's portfolio in Q3 2026, its #67 holding.
  • LeConte Wealth Management first reported a position in Mastercard in Q2 2025 and has held it in 6 quarters since.
  • 1,575 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.