Mindset Wealth Management’s Mastercard MA Stock Holding History

Mindset 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	$573K	Buy	1,039 +17	+2%	+$9.6K	0.1%	85
2026 Q2	$525K	Sell	1,022 -49	-5%	-$24.4K	0.1%	96
2026 Q1	$535K	Sell	1,071 -23	-2%	-$12.1K	0.14%	78
2025 Q4	$624K	Buy	1,094 +1	+0.1%	+$559	0.16%	70
2025 Q3	$622K	Buy	1,093 +24	+2%	+$13.8K	0.17%	62
2025 Q2	$601K	Buy	1,069 +1	+0.1%	+$553	0.2%	62
2025 Q1	$586K	Hold	1,068	–	–	0.23%	59
2024 Q4	$562K	Buy	1,068 +13	+1%	+$6.73K	0.21%	52
2024 Q3	$521K	Buy	+1,055	New	+$491K	0.22%	53

Other funds holding MA

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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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 2.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Mindset Wealth Management increased its Mastercard (MA) stake by 1.7% in Q3 2026, buying an estimated $9.6K and bringing the position to 1,039 shares worth $573K. The position accounts for 0.1% of the portfolio, ranked #85.

Mindset Wealth Management first reported a position in MA in Q3 2024 and has held it in 9 quarters since. The position peaked at $624K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold MA as of Q3 2026.

Mindset Wealth Management held 1,039 shares of Mastercard worth $573K as of Q3 2026.
Mindset Wealth Management bought 17 Mastercard shares in Q3 2026, an estimated $9.6K.
Mastercard made up 0.1% of Mindset Wealth Management's portfolio in Q3 2026, its #85 holding.
Mindset Wealth Management first reported a position in Mastercard in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Mastercard position peaked at $624K in Q4 2025.
1,028 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

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