SEC 13F Intelligence

Aviso Wealth Management / MA

Aviso Wealth Management’s Mastercard Incorporated Position

Does Aviso Wealth Management own Mastercard Incorporated (MA)? Yes — 6.5K shares worth $3M (+1.46% of its 13F portfolio) as of Q1 2026, up from 6.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
6.5K
% of Portfolio
+1.46%
Quarters Held
10
currently held

Position History MA

Reported value by quarter
Q4 ’23: $917,632Q4 ’23Q1 ’24: $914,707Q2 ’24: $849,443Q2 ’24Q3 ’24: $1MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.5K$3M+1.46%
Q4 20256.1K$3M+1.45%
Q3 20255.1K$3M+1.25%
Q2 20254.7K$3M+1.23%
Q1 20253.2K$2M+0.94%
Q4 20242.9K$2M+0.79%
Q3 20242.4K$1M+0.64%
Q2 20241.9K$849,443+0.50%
Q1 20241.9K$914,707+0.58%
Q4 20232.2K$917,632+0.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aviso Wealth Management’s full portfolio or all institutional holders of MA.