AWC
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Abundance Wealth Counselors’s Mastercard MA Stock Holding History

Abundance Wealth Counselors’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 		$6.66K Buy
800
+400
+100% +$199K ﹤0.01% 316
2026
Q1 		$5.06K Buy
+400
New +$211K ﹤0.01% 246
2025
Q4 		– Sell
-400
Closed -$3.4K – 171
2025
Q3 		$3.4K Buy
+400
New +$230K ﹤0.01% 169

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Abundance Wealth Counselors's MA Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Mastercard (MA) stake by 30% in Q2 2026, buying an estimated $613K and bringing the position to 5,341 shares worth $2.74M. The position accounts for 0.18% of the portfolio, ranked #82.

Abundance Wealth Counselors first reported a position in MA in Q1 2021 and has held it in 18 quarters since. 1,159 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Abundance Wealth Counselors held 5,341 shares of Mastercard worth $2.74M as of Q2 2026.
  • Abundance Wealth Counselors bought 1,230 Mastercard shares in Q2 2026, an estimated $613K.
  • Mastercard made up 0.18% of Abundance Wealth Counselors's portfolio in Q2 2026, its #82 holding.
  • Abundance Wealth Counselors first reported a position in Mastercard in Q1 2021 and has held it in 18 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.