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Successful Portfolios’s Mastercard MA Stock Holding History

Successful Portfolios’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 		$209K Buy
+372
New +$209K 0.1% 185
2026
Q1 		– Sell
-381
Closed -$219K – 199
2025
Q4 		$219K Buy
+381
New +$213K 0.11% 169
2023
Q1 		– Sell
-611
Closed -$212K – 195
2022
Q4 		$212K Sell
611
-308
-34% -$101K 0.14% 169
2022
Q3 		$261K Sell
919
-18
-2% -$5.97K 0.19% 143
2022
Q2 		$296K Sell
937
-60
-6% -$20.7K 0.2% 131
2022
Q1 		$356K Buy
997
+24
+2% +$8.63K 0.2% 125
2021
Q4 		$350K Buy
973
+373
+62% +$129K 0.19% 128
2021
Q3 		$209K Hold
600
– – 0.12% 190
2021
Q2 		$219K Buy
600
+3
+0.5% +$1.11K 0.13% 183
2021
Q1 		$213K Hold
597
– – 0.14% 180
2020
Q4 		$213K Hold
597
– – 0.15% 163
2020
Q3 		$202K Buy
+597
New +$194K 0.16% 158

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

Successful Portfolios's MA Position: Q3 2026 in Review

Successful Portfolios opened a new position in Mastercard (MA) in Q3 2026: 372 shares worth $209K. The stake represents 0.1% of the portfolio and ranks #185 among its holdings. This is a return to the name: Successful Portfolios previously reported a position in MA as recently as Q4 2025.

Successful Portfolios first reported a position in MA in Q3 2020 and has held it in 12 quarters since. The position peaked at $356K in Q1 2022. 187 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Successful Portfolios held 372 shares of Mastercard worth $209K as of Q3 2026.
  • Mastercard was a new Successful Portfolios position in Q3 2026.
  • Mastercard made up 0.1% of Successful Portfolios's portfolio in Q3 2026, its #185 holding.
  • Successful Portfolios first reported a position in Mastercard in Q3 2020 and has held it in 12 quarters since.
  • Successful Portfolios's Mastercard position peaked at $356K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.