4Wealth Advisors’s Mastercard MA Stock Holding History

4Wealth Advisors’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 Q2	$425K	Sell	834 -105	-11%	-$52.4K	0.33%	92
2026 Q1	$464K	Buy	939 +89	+10%	+$46.9K	0.4%	83
2025 Q4	$485K	Buy	850 +46	+6%	+$25.7K	0.41%	82
2025 Q3	$457K	Buy	804 +46	+6%	+$26.4K	0.41%	82
2025 Q2	$426K	Sell	758 -13	-2%	-$7.19K	0.43%	78
2025 Q1	$423K	Buy	771 +62	+9%	+$33.8K	0.46%	79
2024 Q4	$373K	Buy	+709	New	+$367K	0.37%	90

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

4Wealth Advisors's MA Position: Q2 2026 in Review

4Wealth Advisors reduced its Mastercard (MA) stake by 11% in Q2 2026, selling an estimated $52.4K and leaving 834 shares worth $425K. The position accounts for 0.33% of the portfolio, ranked #92.

4Wealth Advisors first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $485K in Q4 2025. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

4Wealth Advisors held 834 shares of Mastercard worth $425K as of Q2 2026.
4Wealth Advisors sold 105 Mastercard shares in Q2 2026, an estimated $52.4K.
Mastercard made up 0.33% of 4Wealth Advisors's portfolio in Q2 2026, its #92 holding.
4Wealth Advisors first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's Mastercard position peaked at $485K in Q4 2025.
1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.