McGlone Suttner Wealth Management’s Mastercard MA Stock Holding History

McGlone Suttner 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	$313K	Buy	568 +98	+21%	+$55.1K	0.04%	160
2026 Q2	$242K	Buy	470 +33	+8%	+$16.5K	0.03%	184
2026 Q1	$218K	Hold	437	–	–	0.03%	183
2025 Q4	$249K	Sell	437 -35	-7%	-$19.6K	0.03%	173
2025 Q3	$269K	Sell	472 -1	-0.2%	-$574	0.04%	174
2025 Q2	$266K	Buy	473 +18	+4%	+$10K	0.04%	163
2025 Q1	$250K	Buy	455 +33	+8%	+$18K	0.04%	163
2024 Q4	$222K	Buy	+422	New	+$218K	0.04%	164
2024 Q1	–	Sell	-305	Closed	-$130K	–	528
2023 Q4	$130K	Buy	+305	New	+$123K	0.03%	186

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

McGlone Suttner Wealth Management's MA Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Mastercard (MA) stake by 21% in Q3 2026, buying an estimated $55.1K and bringing the position to 568 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #160.

McGlone Suttner Wealth Management first reported a position in MA in Q4 2023 and has held it in 9 quarters since. 2,441 funds tracked by Wall St. Rank hold MA as of Q3 2026.

McGlone Suttner Wealth Management held 568 shares of Mastercard worth $313K as of Q3 2026.
McGlone Suttner Wealth Management bought 98 Mastercard shares in Q3 2026, an estimated $55.1K.
Mastercard made up 0.04% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #160 holding.
McGlone Suttner Wealth Management first reported a position in Mastercard in Q4 2023 and has held it in 9 quarters since.
2,441 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

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