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Revolve Wealth Partners’s Mastercard MA Stock Holding History

Revolve Wealth Partners’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
Q2 		$1.72M Buy
3,345
+25
+0.8% +$12.5K 0.18% 77
2026
Q1 		$1.66M Sell
3,320
-102
-3% -$53.7K 0.22% 66
2025
Q4 		$1.95M Sell
3,422
-202
-6% -$113K 0.23% 62
2025
Q3 		$2.06M Buy
3,624
+17
+0.5% +$9.76K 0.25% 58
2025
Q2 		$2.03M Buy
3,607
+4
+0.1% +$2.21K 0.26% 58
2025
Q1 		$1.97M Buy
3,603
+160
+5% +$87.1K 0.29% 55
2024
Q4 		$1.81M Sell
3,443
-643
-16% -$333K 0.27% 61
2024
Q3 		$2.02M Sell
4,086
-206
-5% -$95.8K 0.31% 50
2024
Q2 		$1.89M Sell
4,292
-299
-7% -$136K 0.31% 51
2024
Q1 		$2.21M Buy
4,591
+104
+2% +$47.5K 0.38% 45
2023
Q4 		$1.91M Sell
4,487
-300
-6% -$121K 0.37% 48
2023
Q3 		$1.9M Buy
4,787
+22
+0.5% +$8.83K 0.44% 47
2023
Q2 		$1.87M Buy
4,765
+33
+0.7% +$12.4K 0.44% 46
2023
Q1 		$1.72M Sell
4,732
-186
-4% -$67.6K 0.44% 47
2022
Q4 		$1.71M Sell
4,918
-11
-0.2% -$3.62K 0.49% 44
2022
Q3 		$1.4M Sell
4,929
-205
-4% -$68K 0.47% 40
2022
Q2 		$1.62M Buy
5,134
+102
+2% +$35.1K 0.53% 38
2022
Q1 		$1.8M Buy
5,032
+50
+1% +$18K 0.52% 38
2021
Q4 		$1.79M Buy
+4,982
New +$1.72M 0.52% 40

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PAM
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM