PUREfi Wealth
MA icon

PUREfi Wealth’s Mastercard MA Stock Holding History

PUREfi 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 		– Sell
-467
Closed -$240K – 236
2026
Q2 		$240K Buy
+467
New +$233K 0.13% 185
2026
Q1 		– Sell
-407
Closed -$232K – 196
2025
Q4 		$232K Sell
407
-565
-58% -$316K 0.18% 143
2025
Q3 		$553K Sell
972
-10
-1% -$5.74K 0.43% 65
2025
Q2 		$552K Buy
982
+101
+11% +$55.9K 0.44% 59
2025
Q1 		$483K Buy
881
+33
+4% +$18K 0.48% 58
2024
Q4 		$447K Buy
+848
New +$439K 0.44% 58

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

PUREfi Wealth's MA Position: Q3 2026 in Review

PUREfi Wealth sold out of Mastercard (MA) in Q3 2026, closing a stake of 467 shares — an estimated $240K sold.

PUREfi Wealth first reported a position in MA in Q4 2024 and held it in 6 quarters. The position peaked at $553K in Q3 2025. 1,035 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • PUREfi Wealth reported no remaining Mastercard position as of Q3 2026 after selling out during the quarter.
  • PUREfi Wealth sold 467 Mastercard shares in Q3 2026, an estimated $240K.
  • PUREfi Wealth first reported a position in Mastercard in Q4 2024 and held it in 6 quarters.
  • PUREfi Wealth's Mastercard position peaked at $553K in Q3 2025.
  • 1,035 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.