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Livermore
Livermore
ZHEN

Motive Wealth Advisors

SEC CIK
0001877093
Latest filing
Jul 20, 2026

MA holding history

Mastercard Inc in every 13F filed by Motive Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
896
Value
$460.2K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of MA by Motive Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026896$460.2K0.2%−70−7.2%ReducedHolders
Q1 2026966$482.7K0.2%−37−3.7%ReducedHolders
Q4 20251,003$572.6K0.2%−2−0.2%ReducedHolders
Q3 20251,005$571.7K0.2%−10−1.0%ReducedHolders
Q2 20251,015$570.4K0.3%+102+11.2%AddedHolders
Q1 2025913$500.4K0.3%−12−1.3%ReducedHolders
Q4 2024925$487.1K0.3%+95+11.4%AddedHolders
Q3 2024830$366.2K0.2%00.0%UnchangedHolders
Q2 2024830$366.2K0.2%−21−2.5%ReducedHolders
Q1 2024851$409.8K0.2%+332+64.0%AddedHolders
Q4 2023519$221.4K0.3%−175−25.2%ReducedHolders
Q3 2023694$274.8K0.3%−39−5.3%ReducedHolders
Q2 2023733$288.3K0.3%00.0%UnchangedHolders
Q1 2023733$266.4K0.3%−101−12.1%ReducedHolders
Q4 2022834$290.0K0.2%+834NewHolders