Wealth Advisory Solutions’s Mastercard MA Stock Holding History

Wealth Advisory Solutions’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	$218K	Sell	395 -2	-0.5%	-$1.12K	0.05%	147
2026 Q2	$204K	Buy	+397	New	+$198K	0.04%	149
2026 Q1	–	Sell	-425	Closed	-$243K	–	151
2025 Q4	$243K	Sell	425 -24	-5%	-$13.4K	0.06%	124
2025 Q3	$255K	Sell	449 -182	-29%	-$105K	0.06%	121
2025 Q2	$355K	Buy	631 +184	+41%	+$102K	0.09%	106
2025 Q1	$245K	Buy	+447	New	+$243K	0.06%	124
2022 Q2	–	Sell	-623	Closed	-$223K	–	152
2022 Q1	$223K	Buy	+623	New	+$224K	0.05%	143

Other funds holding MA

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Advisory Solutions's MA Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Mastercard (MA) stake by 0.5% in Q3 2026, selling an estimated $1.12K and leaving 395 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #147.

Wealth Advisory Solutions first reported a position in MA in Q1 2022 and has held it in 7 quarters since. The position peaked at $355K in Q2 2025. 999 funds tracked by Wall St. Rank hold MA as of Q3 2026.

Wealth Advisory Solutions held 395 shares of Mastercard worth $218K as of Q3 2026.
Wealth Advisory Solutions sold 2 Mastercard shares in Q3 2026, an estimated $1.12K.
Mastercard made up 0.05% of Wealth Advisory Solutions's portfolio in Q3 2026, its #147 holding.
Wealth Advisory Solutions first reported a position in Mastercard in Q1 2022 and has held it in 7 quarters since.
Wealth Advisory Solutions's Mastercard position peaked at $355K in Q2 2025.
999 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.