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Aaron Wealth Advisors’s Mastercard MA Stock Holding History

Aaron Wealth 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 		$4.89M Buy
9,530
+1,566
+20% +$781K 0.25% 50
2026
Q1 		$3.98M Sell
7,964
-4,063
-34% -$2.14M 0.23% 51
2025
Q4 		$6.87M Buy
12,027
+3,491
+41% +$1.95M 0.38% 35
2025
Q3 		$4.86M Buy
8,536
+2,381
+39% +$1.37M 0.29% 44
2025
Q2 		$3.46M Buy
6,155
+330
+6% +$182K 0.35% 44
2025
Q1 		$3.19M Buy
5,825
+355
+6% +$193K 0.37% 41
2024
Q4 		$2.88M Buy
5,470
+126
+2% +$65.2K 0.33% 41
2024
Q3 		$2.64M Buy
5,344
+664
+14% +$309K 0.31% 48
2024
Q2 		$2.06M Sell
4,680
-15
-0.3% -$6.83K 0.29% 49
2024
Q1 		$2.26M Buy
4,695
+856
+22% +$391K 0.32% 46
2023
Q4 		$1.64M Sell
3,839
-13,963
-78% -$5.61M 0.27% 51
2023
Q3 		$7.05M Buy
17,802
+43
+0.2% +$17.3K 0.91% 19
2023
Q2 		$6.98M Buy
17,759
+221
+1% +$82.9K 0.91% 21
2023
Q1 		$6.37M Buy
17,538
+286
+2% +$104K 0.88% 23
2022
Q4 		$6M Buy
17,252
+385
+2% +$127K 0.88% 24
2022
Q3 		$4.8M Buy
16,867
+8,877
+111% +$2.94M 0.88% 26
2022
Q2 		$2.52M Sell
7,990
-2,783,505
-100% -$959M 0.63% 33
2022
Q1 		$7.81M Buy
2,791,495
+2,783,598
+35,249% +$1B 0.11% 96
2021
Q4 		$2.84M Buy
7,897
+370
+5% +$128K 0.79% 29
2021
Q3 		$2.62M Buy
7,527
+40
+0.5% +$14.5K 0.74% 28
2021
Q2 		$2.73M Sell
7,487
-3
-0% -$1.11K 0.9% 26
2021
Q1 		$2.67M Buy
7,490
+18
+0.2% +$6.28K 0.98% 24
2020
Q4 		$2.67M Buy
+7,472
New +$2.49M 0.98% 29

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Aaron Wealth Advisors increased its Mastercard (MA) stake by 20% in Q2 2026, buying an estimated $781K and bringing the position to 9,530 shares worth $4.89M. The position accounts for 0.25% of the portfolio, ranked #50.

Aaron Wealth Advisors first reported a position in MA in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.81M in Q1 2022. 1,181 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Aaron Wealth Advisors held 9,530 shares of Mastercard worth $4.89M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,566 Mastercard shares in Q2 2026, an estimated $781K.
  • Mastercard made up 0.25% of Aaron Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Aaron Wealth Advisors first reported a position in Mastercard in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Mastercard position peaked at $7.81M in Q1 2022.
  • 1,181 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.