Wealth Quarterback
MA icon

Wealth Quarterback’s Mastercard MA Stock Holding History

Wealth Quarterback’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 		$213K Buy
+387
New +$218K 0.07% 165
2026
Q1 		– Sell
-369
Closed -$211K – 166
2025
Q4 		$211K Buy
369
+14
+4% +$7.83K 0.08% 145
2025
Q3 		$202K Buy
+355
New +$204K 0.08% 149
2025
Q1 		– Sell
-401
Closed -$211K – 129
2024
Q4 		$211K Buy
+401
New +$208K 0.1% 112
2021
Q3 		$55K Buy
152
+99
+187% +$36K 0.04% 220
2021
Q2 		$20K Buy
+53
New +$19.7K 0.01% 352
2020
Q2 		– Sell
-69
Closed -$16.6K – 484
2020
Q1 		$16.6K Sell
69
-42
-38% -$12.5K 0.02% 378
2019
Q4 		$33.3K Buy
+111
New +$31.3K 0.03% 287

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

Wealth Quarterback's MA Position: Q3 2026 in Review

Wealth Quarterback opened a new position in Mastercard (MA) in Q3 2026: 387 shares worth $213K. The stake represents 0.07% of the portfolio and ranks #165 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in MA as recently as Q4 2025.

Wealth Quarterback first reported a position in MA in Q4 2019 and has held it in 8 quarters since. 1,124 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Wealth Quarterback held 387 shares of Mastercard worth $213K as of Q3 2026.
  • Mastercard was a new Wealth Quarterback position in Q3 2026.
  • Mastercard made up 0.07% of Wealth Quarterback's portfolio in Q3 2026, its #165 holding.
  • Wealth Quarterback first reported a position in Mastercard in Q4 2019 and has held it in 8 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

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