AI
MA icon

Accredited Investors’s Mastercard MA Stock Holding History

Accredited Investors’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 		$695K Sell
1,352
-400
-23% -$199K 0.03% 145
2026
Q1 		$876K Sell
1,752
-71
-4% -$37.4K 0.05% 118
2025
Q4 		$1.04M Buy
1,823
+179
+11% +$100K 0.06% 105
2025
Q3 		$935K Buy
1,644
+59
+4% +$33.9K 0.05% 101
2025
Q2 		$891K Buy
1,585
+867
+121% +$479K 0.05% 102
2025
Q1 		$394K Buy
718
+18
+3% +$9.8K 0.02% 147
2024
Q4 		$369K Buy
700
+11
+2% +$5.7K 0.02% 163
2024
Q3 		$340K Buy
689
+2
+0.3% +$930 0.02% 165
2024
Q2 		$303K Buy
687
+161
+31% +$73.3K 0.02% 162
2024
Q1 		$253K Buy
526
+39
+8% +$17.8K 0.02% 182
2023
Q4 		$208K Buy
+487
New +$196K 0.01% 187

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Accredited Investors's MA Position: Q2 2026 in Review

Accredited Investors reduced its Mastercard (MA) stake by 23% in Q2 2026, selling an estimated $199K and leaving 1,352 shares worth $695K. The position accounts for 0.03% of the portfolio, ranked #145.

Accredited Investors first reported a position in MA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q4 2025. 1,680 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Accredited Investors held 1,352 shares of Mastercard worth $695K as of Q2 2026.
  • Accredited Investors sold 400 Mastercard shares in Q2 2026, an estimated $199K.
  • Mastercard made up 0.03% of Accredited Investors's portfolio in Q2 2026, its #145 holding.
  • Accredited Investors first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
  • Accredited Investors's Mastercard position peaked at $1.04M in Q4 2025.
  • 1,680 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.