LongView Wealth Management’s Mastercard MA Stock Holding History

LongView 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	$211K	Buy	+383	New	+$215K	0.05%	222
2026 Q2	–	Sell	-396	Closed	-$203K	–	244
2026 Q1	$203K	Sell	396 -12	-3%	-$6.32K	0.05%	243
2025 Q4	$231K	Sell	408 -19	-4%	-$10.6K	0.06%	236
2025 Q3	$243K	Sell	427 -25	-6%	-$14.4K	0.07%	206
2025 Q2	$254K	Hold	452	–	–	0.08%	187
2025 Q1	$248K	Sell	452 -175	-28%	-$95.3K	0.07%	182
2024 Q4	$330K	Sell	627 -23	-4%	-$11.9K	0.1%	148
2024 Q3	$321K	Sell	650 -35	-5%	-$16.3K	0.1%	157
2024 Q2	$302K	Sell	685 -10	-1%	-$4.56K	0.11%	144
2024 Q1	$335K	Sell	695 -259	-27%	-$118K	0.13%	134
2023 Q4	$403K	Buy	+954	New	+$383K	0.18%	111

Other funds holding MA

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

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

LongView Wealth Management opened a new position in Mastercard (MA) in Q3 2026: 383 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #222 among its holdings. This is a return to the name: LongView Wealth Management previously reported a position in MA as recently as Q1 2026.

LongView Wealth Management first reported a position in MA in Q4 2023 and has held it in 11 quarters since. The position peaked at $403K in Q4 2023. 822 funds tracked by Wall St. Rank hold MA as of Q3 2026.

LongView Wealth Management held 383 shares of Mastercard worth $211K as of Q3 2026.
Mastercard was a new LongView Wealth Management position in Q3 2026.
Mastercard made up 0.05% of LongView Wealth Management's portfolio in Q3 2026, its #222 holding.
LongView Wealth Management first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Mastercard position peaked at $403K in Q4 2023.
822 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

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