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

Mosley 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 		$841K Buy
1,364
+162
+13% +$91.1K 0.24% 75
2026
Q2 		$618K Buy
1,202
+328
+38% +$164K 0.2% 84
2026
Q1 		$497K Buy
874
+11
+1% +$5.79K 0.23% 95
2025
Q4 		$498K Buy
+863
New +$482K 0.23% 102
2024
Q4 		$466K Buy
849
+70
+9% +$36.2K 0.29% 79
2024
Q3 		$401K Buy
779
+107
+16% +$49.8K 0.27% 81
2024
Q2 		$296K Buy
672
+56
+9% +$25.5K 0.25% 83
2024
Q1 		$297K Sell
616
-32
-5% -$14.6K 0.28% 80
2023
Q4 		$276K Buy
+648
New +$260K 0.27% 79

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Mosley Wealth Management increased its Mastercard (MA) stake by 13% in Q3 2026, buying an estimated $91.1K and bringing the position to 1,364 shares worth $841K. The position accounts for 0.24% of the portfolio, ranked #75.

Mosley Wealth Management first reported a position in MA in Q4 2023 and has held it in 9 quarters since. 2,497 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Mosley Wealth Management held 1,364 shares of Mastercard worth $841K as of Q3 2026.
  • Mosley Wealth Management bought 162 Mastercard shares in Q3 2026, an estimated $91.1K.
  • Mastercard made up 0.24% of Mosley Wealth Management's portfolio in Q3 2026, its #75 holding.
  • Mosley Wealth Management first reported a position in Mastercard in Q4 2023 and has held it in 9 quarters since.
  • 2,497 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.