Patriot Investment Management Group’s Mastercard MA Stock Holding History

Patriot Investment Management Group’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	–	Sell	-437	Closed	-$224K	–	243
2026 Q2	$224K	Hold	437	–	–	0.01%	232
2026 Q1	$218K	Hold	437	–	–	0.01%	231
2025 Q4	$249K	Hold	437	–	–	0.02%	217
2025 Q3	$249K	Buy	+437	New	+$251K	0.02%	219
2022 Q1	–	Sell	-605	Closed	-$217K	–	256
2021 Q4	$217K	Buy	+605	New	+$209K	0.02%	237
2020 Q3	–	Sell	-296	Closed	-$87.8K	–	458
2020 Q2	$87.8K	Buy	+296	New	+$83.5K	0.01%	277

Other funds holding MA

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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Patriot Investment Management Group's MA Position: Q3 2026 in Review

Patriot Investment Management Group sold out of Mastercard (MA) in Q3 2026, closing a stake of 437 shares — an estimated $224K sold.

Patriot Investment Management Group first reported a position in MA in Q2 2020 and held it in 6 quarters. The position peaked at $249K in Q4 2025. 559 funds tracked by Wall St. Rank hold MA as of Q3 2026.

Patriot Investment Management Group reported no remaining Mastercard position as of Q3 2026 after selling out during the quarter.
Patriot Investment Management Group sold 437 Mastercard shares in Q3 2026, an estimated $224K.
Patriot Investment Management Group first reported a position in Mastercard in Q2 2020 and held it in 6 quarters.
Patriot Investment Management Group's Mastercard position peaked at $249K in Q4 2025.
559 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.