TSA Wealth Management
MA icon

TSA Wealth Management’s Mastercard MA Stock Holding History

TSA 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 		$264K Sell
479
-9
-2% -$5.06K 0.07% 106
2026
Q2 		$251K Buy
488
+11
+2% +$5.48K 0.07% 102
2026
Q1 		$238K Buy
477
+98
+26% +$51.6K 0.08% 92
2025
Q4 		$216K Buy
379
+13
+4% +$7.27K 0.07% 87
2025
Q3 		$208K Buy
+366
New +$210K 0.07% 85

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

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

TSA Wealth Management reduced its Mastercard (MA) stake by 1.8% in Q3 2026, selling an estimated $5.06K and leaving 479 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #106.

TSA Wealth Management first reported a position in MA in Q3 2025 and has held it in 5 quarters since. 1,107 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • TSA Wealth Management held 479 shares of Mastercard worth $264K as of Q3 2026.
  • TSA Wealth Management sold 9 Mastercard shares in Q3 2026, an estimated $5.06K.
  • Mastercard made up 0.07% of TSA Wealth Management's portfolio in Q3 2026, its #106 holding.
  • TSA Wealth Management first reported a position in Mastercard in Q3 2025 and has held it in 5 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.