Salvus Wealth Management
MA icon

Salvus Wealth Management’s Mastercard MA Stock Holding History

Salvus Wealth Management’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 		$757K Sell
1,373
-84
-6% -$47.2K 0.43% 66
2026
Q2 		$748K Sell
1,457
-205
-12% -$102K 0.42% 61
2026
Q1 		$830K Buy
1,662
+53
+3% +$27.9K 0.48% 58
2025
Q4 		$919K Buy
1,609
+85
+6% +$47.5K 0.51% 56
2025
Q3 		$867K Sell
1,524
-60
-4% -$34.5K 0.48% 60
2025
Q2 		$890K Sell
1,584
-11
-0.7% -$6.08K 0.52% 57
2025
Q1 		$874K Buy
1,595
+15
+0.9% +$8.17K 0.55% 55
2024
Q4 		$832K Buy
1,580
+34
+2% +$17.6K 0.53% 53
2024
Q3 		$763K Buy
1,546
+53
+4% +$24.6K 0.47% 60
2024
Q2 		$659K Buy
1,493
+72
+5% +$32.8K 0.45% 60
2024
Q1 		$684K Buy
1,421
+21
+2% +$9.6K 0.47% 59
2023
Q4 		$597K Buy
1,400
+7
+0.5% +$2.81K 0.42% 67
2023
Q3 		$552K Buy
1,393
+76
+6% +$30.5K 0.44% 69
2023
Q2 		$518K Sell
1,317
-19
-1% -$7.13K 0.4% 69
2023
Q1 		$486K Sell
1,336
-63
-5% -$22.9K 0.39% 70
2022
Q4 		$486K Sell
1,399
-265
-16% -$87.2K 0.45% 61
2022
Q3 		$473K Buy
1,664
+39
+2% +$12.9K 0.45% 60
2022
Q2 		$513K Buy
1,625
+46
+3% +$15.8K 0.46% 58
2022
Q1 		$564K Buy
1,579
+236
+18% +$84.8K 0.43% 60
2021
Q4 		$483K Buy
1,343
+577
+75% +$200K 0.35% 64
2021
Q3 		$266K Buy
766
+196
+34% +$71.3K 0.22% 85
2021
Q2 		$211K Buy
+570
New +$212K 0.18% 93

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
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 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

Salvus Wealth Management's MA Position: Q3 2026 in Review

Salvus Wealth Management reduced its Mastercard (MA) stake by 5.8% in Q3 2026, selling an estimated $47.2K and leaving 1,373 shares worth $757K. The position accounts for 0.43% of the portfolio, ranked #66.

Salvus Wealth Management first reported a position in MA in Q2 2021 and has held it in 22 quarters since. The position peaked at $919K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Salvus Wealth Management held 1,373 shares of Mastercard worth $757K as of Q3 2026.
  • Salvus Wealth Management sold 84 Mastercard shares in Q3 2026, an estimated $47.2K.
  • Mastercard made up 0.43% of Salvus Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Salvus Wealth Management first reported a position in Mastercard in Q2 2021 and has held it in 22 quarters since.
  • Salvus Wealth Management's Mastercard position peaked at $919K in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Salvus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.