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PFW Advisors’s Mastercard MA Stock Holding History

PFW Advisors’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 		$2.63M Sell
4,770
-18
-0.4% -$10.1K 0.78% 24
2026
Q2 		$2.46M Buy
4,788
+1,812
+61% +$903K 0.72% 25
2026
Q1 		$1.49M Buy
2,976
+2,012
+209% +$1.06M 0.47% 46
2025
Q4 		$550K Sell
964
-58
-6% -$32.4K 0.17% 79
2025
Q3 		$581K Buy
1,022
+62
+6% +$35.6K 0.17% 83
2025
Q2 		$539K Sell
960
-12
-1% -$6.64K 0.17% 85
2025
Q1 		$533K Hold
972
– – 0.17% 86
2024
Q4 		$512K Buy
+972
New +$503K 0.16% 84
2024
Q2 		$428K Sell
971
-138
-12% -$62.9K 0.14% 88
2024
Q1 		$534K Buy
1,109
+7
+0.6% +$3.2K 0.16% 87
2023
Q4 		$470K Sell
1,102
-84
-7% -$33.7K 0.15% 89
2023
Q3 		$470K Hold
1,186
– – 0.17% 82
2023
Q2 		$468K Buy
+1,186
New +$445K 0.16% 83
2019
Q3 		$476K Buy
+964
New +$266K 0.14% 89

Other funds holding MA

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 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 4.56% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

PFW Advisors's MA Position: Q3 2026 in Review

PFW Advisors reduced its Mastercard (MA) stake by 0.38% in Q3 2026, selling an estimated $10.1K and leaving 4,770 shares worth $2.63M. The position accounts for 0.78% of the portfolio, ranked #24.

PFW Advisors first reported a position in MA in Q3 2019 and has held it in 14 quarters since. 830 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • PFW Advisors held 4,770 shares of Mastercard worth $2.63M as of Q3 2026.
  • PFW Advisors sold 18 Mastercard shares in Q3 2026, an estimated $10.1K.
  • Mastercard made up 0.78% of PFW Advisors's portfolio in Q3 2026, its #24 holding.
  • PFW Advisors first reported a position in Mastercard in Q3 2019 and has held it in 14 quarters since.
  • 830 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.