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Plan A Wealth’s Mastercard MA Stock Holding History

Plan A Wealth’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 		$879K Buy
1,594
+29
+2% +$16.3K 0.31% 40
2026
Q2 		$804K Buy
1,565
+159
+11% +$79.3K 0.34% 41
2026
Q1 		$703K Buy
1,406
+72
+5% +$37.9K 0.34% 41
2025
Q4 		$762K Buy
1,334
+90
+7% +$50.3K 0.37% 33
2025
Q3 		$708K Buy
1,244
+68
+6% +$39.1K 0.36% 38
2025
Q2 		$661K Buy
1,176
+574
+95% +$317K 0.37% 45
2025
Q1 		$330K Buy
+602
New +$328K 0.26% 65

Other funds holding MA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Plan A Wealth's MA Position: Q3 2026 in Review

Plan A Wealth increased its Mastercard (MA) stake by 1.9% in Q3 2026, buying an estimated $16.3K and bringing the position to 1,594 shares worth $879K. The position accounts for 0.31% of the portfolio, ranked #40.

Plan A Wealth first reported a position in MA in Q1 2025 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Plan A Wealth held 1,594 shares of Mastercard worth $879K as of Q3 2026.
  • Plan A Wealth bought 29 Mastercard shares in Q3 2026, an estimated $16.3K.
  • Mastercard made up 0.31% of Plan A Wealth's portfolio in Q3 2026, its #40 holding.
  • Plan A Wealth first reported a position in Mastercard in Q1 2025 and has held it in 7 quarters since.
  • 187 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.