Moran Wealth Management
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Moran Wealth Management’s Mastercard MA Stock Holding History

Moran 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 		$16M Buy
28,923
+537
+2% +$302K 0.44% 67
2026
Q2 		$14.6M Sell
28,386
-417
-1% -$208K 0.4% 75
2026
Q1 		$14.4M Sell
28,803
-874
-3% -$460K 0.44% 70
2025
Q4 		$16.9M Sell
29,677
-713
-2% -$399K 0.52% 56
2025
Q3 		$17.3M Sell
30,390
-2,133
-7% -$1.22M 0.52% 57
2025
Q2 		$18.3M Sell
32,523
-1,013
-3% -$560K 0.56% 50
2025
Q1 		$18.4M Sell
33,536
-1,234
-4% -$672K 0.62% 44
2024
Q4 		$18.3M Buy
34,770
+10
+0% +$5.18K 0.58% 49
2024
Q3 		$17.2M Sell
34,760
-232
-0.7% -$108K 0.53% 64
2024
Q2 		$15.4M Buy
34,992
+111
+0.3% +$50.6K 0.51% 66
2024
Q1 		$16.8M Sell
34,881
-283
-0.8% -$129K 0.54% 58
2023
Q4 		$15M Buy
35,164
+240
+0.7% +$96.4K 0.53% 59
2023
Q3 		$13.8M Sell
34,924
-410
-1% -$165K 0.54% 69
2023
Q2 		$13.9M Sell
35,334
-593
-2% -$223K 0.52% 71
2023
Q1 		$13.1M Buy
35,927
+539
+2% +$196K 0.49% 78
2022
Q4 		$12.3M Buy
+35,388
New +$11.6M 0.47% 73

Other funds holding MA

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
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
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Moran Wealth Management increased its Mastercard (MA) stake by 1.9% in Q3 2026, buying an estimated $302K and bringing the position to 28,923 shares worth $16M. The position accounts for 0.44% of the portfolio, ranked #67.

Moran Wealth Management first reported a position in MA in Q4 2022 and has held it in 16 quarters since. The position peaked at $18.4M in Q1 2025. 1,026 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Moran Wealth Management held 28,923 shares of Mastercard worth $16M as of Q3 2026.
  • Moran Wealth Management bought 537 Mastercard shares in Q3 2026, an estimated $302K.
  • Mastercard made up 0.44% of Moran Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Moran Wealth Management first reported a position in Mastercard in Q4 2022 and has held it in 16 quarters since.
  • Moran Wealth Management's Mastercard position peaked at $18.4M in Q1 2025.
  • 1,026 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.