Skip to main content

Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

MA holding history

Mastercard Inc in every 13F filed by Abound Wealth Management, 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)
461
Value
$236.9K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of MA by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026461$236.9K<0.1%−78−14.5%ReducedHolders
Q1 2026539$269.5K0.1%+96+21.7%AddedHolders
Q4 2025443$252.9K0.1%+2+0.5%AddedHolders
Q3 2025441$250.8K0.1%+91+26.0%AddedHolders
Q2 2025350$196.8K0.1%+41+13.3%AddedHolders
Q1 2025309$169.5K0.1%−20−6.1%ReducedHolders
Q4 2024329$173.5K0.1%+7+2.2%AddedHolders
Q3 2024322$159.1K0.1%+11+3.5%AddedHolders
Q2 2024311$137.3K0.1%−9−2.8%ReducedHolders
Q1 2024320$154.2K0.1%+26+8.8%AddedHolders
Q4 2023294$125.4K0.1%−1−0.3%ReducedHolders
Q3 2023295$116.8K<0.1%+5+1.7%AddedHolders
Q2 2023290$114.0K<0.1%−1−0.3%ReducedHolders
Q1 2023291$105.7K<0.1%+53+22.3%AddedHolders
Q4 2022238$82.7K<0.1%−10−4.0%ReducedHolders
Q3 2022248$70.4K<0.1%+248NewHolders