Wiser Wealth Management
MA icon

Wiser Wealth Management’s Mastercard MA Stock Holding History

Wiser 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 		$304K Buy
552
+76
+16% +$42.7K 0.06% 57
2026
Q2 		$244K Buy
476
+24
+5% +$12K 0.05% 65
2026
Q1 		$226K Sell
452
-17
-4% -$8.95K 0.05% 55
2025
Q4 		$268K Sell
469
-2
-0.4% -$1.12K 0.06% 49
2025
Q3 		$268K Buy
471
+103
+28% +$59.2K 0.06% 47
2025
Q2 		$207K Buy
+368
New +$204K 0.05% 49

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

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

Wiser Wealth Management increased its Mastercard (MA) stake by 16% in Q3 2026, buying an estimated $42.7K and bringing the position to 552 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #57.

Wiser Wealth Management first reported a position in MA in Q2 2025 and has held it in 6 quarters since. 1,107 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Wiser Wealth Management held 552 shares of Mastercard worth $304K as of Q3 2026.
  • Wiser Wealth Management bought 76 Mastercard shares in Q3 2026, an estimated $42.7K.
  • Mastercard made up 0.06% of Wiser Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Wiser Wealth Management first reported a position in Mastercard in Q2 2025 and has held it in 6 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

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