RVW Wealth
MA icon

RVW Wealth’s Mastercard MA Stock Holding History

RVW 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 		$572K Sell
1,036
-8
-0.8% -$4.5K 0.04% 111
2026
Q2 		$536K Sell
1,044
-27
-3% -$13.5K 0.04% 111
2026
Q1 		$535K Sell
1,071
-10
-0.9% -$5.27K 0.04% 108
2025
Q4 		$617K Buy
1,081
+163
+18% +$91.1K 0.05% 96
2025
Q3 		$522K Hold
918
– – 0.04% 107
2025
Q2 		$516K Buy
918
+4
+0.4% +$2.21K 0.04% 96
2025
Q1 		$501K Buy
914
+46
+5% +$25K 0.05% 93
2024
Q4 		$457K Sell
868
-65
-7% -$33.6K 0.04% 96
2024
Q3 		$461K Sell
933
-23
-2% -$10.7K 0.04% 100
2024
Q2 		$422K Buy
956
+305
+47% +$139K 0.04% 100
2024
Q1 		$314K Buy
+651
New +$298K 0.03% 113
2023
Q4 		– Sell
-439
Closed -$174K – 265
2023
Q3 		$174K Buy
+439
New +$176K 0.02% 145

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

RVW Wealth's MA Position: Q3 2026 in Review

RVW Wealth reduced its Mastercard (MA) stake by 0.77% in Q3 2026, selling an estimated $4.5K and leaving 1,036 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #111.

RVW Wealth first reported a position in MA in Q3 2023 and has held it in 12 quarters since. The position peaked at $617K in Q4 2025. 925 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • RVW Wealth held 1,036 shares of Mastercard worth $572K as of Q3 2026.
  • RVW Wealth sold 8 Mastercard shares in Q3 2026, an estimated $4.5K.
  • Mastercard made up 0.04% of RVW Wealth's portfolio in Q3 2026, its #111 holding.
  • RVW Wealth first reported a position in Mastercard in Q3 2023 and has held it in 12 quarters since.
  • RVW Wealth's Mastercard position peaked at $617K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.