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Retirement Wealth Solutions’s Mastercard MA Stock Holding History

Retirement Wealth Solutions’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 		$97.6K Buy
177
+16
+10% +$9K 0.05% 81
2026
Q2 		$82.6K Hold
161
– – 0.05% 85
2026
Q1 		$80.3K Sell
161
-43
-21% -$22.6K 0.05% 73
2025
Q4 		$116K Hold
204
– – 0.07% 63
2025
Q3 		$116K Sell
204
-6
-3% -$3.45K 0.08% 60
2025
Q2 		$118K Buy
210
+13
+7% +$7.19K 0.09% 56
2025
Q1 		$108K Sell
197
-22
-10% -$12K 0.09% 51
2024
Q4 		$110K Buy
+219
New +$113K 0.09% 55

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

Retirement Wealth Solutions's MA Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Mastercard (MA) stake by 9.9% in Q3 2026, buying an estimated $9K and bringing the position to 177 shares worth $97.6K. The position accounts for 0.05% of the portfolio, ranked #81.

Retirement Wealth Solutions first reported a position in MA in Q4 2024 and has held it in 8 quarters since. The position peaked at $118K in Q2 2025. 187 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Retirement Wealth Solutions held 177 shares of Mastercard worth $97.6K as of Q3 2026.
  • Retirement Wealth Solutions bought 16 Mastercard shares in Q3 2026, an estimated $9K.
  • Mastercard made up 0.05% of Retirement Wealth Solutions's portfolio in Q3 2026, its #81 holding.
  • Retirement Wealth Solutions first reported a position in Mastercard in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Mastercard position peaked at $118K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.