World Equity Group
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World Equity Group’s Mastercard MA Stock Holding History

World Equity Group’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 		– Sell
-430
Closed -$221K – 331
2026
Q2 		$221K Buy
+430
New +$214K 0.05% 355
2026
Q1 		– Sell
-372
Closed -$212K – 381
2025
Q4 		$212K Sell
372
-4
-1% -$2.24K 0.06% 314
2025
Q3 		$214K Sell
376
-322
-46% -$185K 0.05% 325
2025
Q2 		$392K Buy
+698
New +$386K 0.11% 200
2025
Q1 		– Sell
-688
Closed -$362K – 341
2024
Q4 		$362K Buy
+688
New +$356K 0.08% 236
2024
Q3 		– Sell
-4,085
Closed -$1.8M – 295
2024
Q2 		$1.8M Buy
4,085
+10
+0.2% +$4.56K 0.54% 49
2024
Q1 		$1.96M Sell
4,075
-24
-0.6% -$11K 0.4% 65
2023
Q4 		$1.75M Buy
4,099
+292
+8% +$117K 0.35% 65
2023
Q3 		$1.51M Sell
3,807
-2
-0.1% -$803 0.31% 79
2023
Q2 		$1.5M Buy
3,809
+558
+17% +$209K 0.44% 53
2023
Q1 		$1.18M Sell
3,251
-1,394
-30% -$506K 0.18% 144
2022
Q4 		$1.62M Buy
4,645
+27
+0.6% +$8.89K 0.38% 74
2022
Q3 		$1.31M Sell
4,618
-135
-3% -$44.8K 0.33% 79
2022
Q2 		$1.5M Sell
4,753
-34
-0.7% -$11.7K 0.38% 72
2022
Q1 		$1.71M Buy
+4,787
New +$1.72M 0.37% 72

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

World Equity Group's MA Position: Q3 2026 in Review

World Equity Group sold out of Mastercard (MA) in Q3 2026, closing a stake of 430 shares — an estimated $221K sold.

World Equity Group first reported a position in MA in Q1 2022 and held it in 15 quarters. The position peaked at $1.96M in Q1 2024. 1,026 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • World Equity Group reported no remaining Mastercard position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 430 Mastercard shares in Q3 2026, an estimated $221K.
  • World Equity Group first reported a position in Mastercard in Q1 2022 and held it in 15 quarters.
  • World Equity Group's Mastercard position peaked at $1.96M in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.