Wise Wealth Partners
MA icon

Wise Wealth Partners’s Mastercard MA Stock Holding History

Wise Wealth Partners’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 		$435K Hold
789
– – 0.8% 26
2026
Q2 		$405K Hold
789
– – 0.69% 29
2026
Q1 		$394K Sell
789
-71
-8% -$37.4K 0.53% 42
2025
Q4 		$491K Buy
860
+71
+9% +$39.7K 0.7% 34
2025
Q3 		$449K Hold
789
– – 0.69% 36
2025
Q2 		$443K Buy
789
+420
+114% +$232K 0.74% 35
2025
Q1 		$202K Buy
+369
New +$201K 0.48% 48

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wise Wealth Partners's MA Position: Q3 2026 in Review

Wise Wealth Partners held its Mastercard (MA) position steady in Q3 2026 at 789 shares worth $435K. The position accounts for 0.8% of the portfolio, ranked #26.

Wise Wealth Partners first reported a position in MA in Q1 2025 and has held it in 7 quarters since. The position peaked at $491K in Q4 2025. 2,497 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Wise Wealth Partners held 789 shares of Mastercard worth $435K as of Q3 2026.
  • Wise Wealth Partners left its Mastercard share count unchanged in Q3 2026.
  • Mastercard made up 0.8% of Wise Wealth Partners's portfolio in Q3 2026, its #26 holding.
  • Wise Wealth Partners first reported a position in Mastercard in Q1 2025 and has held it in 7 quarters since.
  • Wise Wealth Partners's Mastercard position peaked at $491K in Q4 2025.
  • 2,497 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.