ALPS Advisors’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37.6M Buy
73,117
+3,286
+5% +$1.64M 0.18% 47
2026
Q1
$34.9M Buy
+69,831
New +$36.8M 0.16% 62
2025
Q4
Sell
-74,885
Closed -$42.6M 1042
2025
Q3
$42.6M Buy
74,885
+7,924
+12% +$4.55M 0.24% 51
2025
Q2
$37.6M Sell
66,961
-1,250
-2% -$691K 0.22% 49
2025
Q1
$37.4M Buy
68,211
+741
+1% +$403K 0.22% 48
2024
Q4
$35.5M Sell
67,470
-281
-0.4% -$145K 0.22% 49
2024
Q3
$33.5M Buy
67,751
+7,541
+13% +$3.51M 0.22% 52
2024
Q2
$26.6M Sell
60,210
-184
-0.3% -$83.8K 0.18% 60
2024
Q1
$29.1M Sell
60,394
-897
-1% -$410K 0.21% 54
2023
Q4
$26.1M Buy
61,291
+195
+0.3% +$78.3K 0.21% 59
2023
Q3
$24.2M Buy
61,096
+41,192
+207% +$16.5M 0.2% 59
2023
Q2
$7.83M Sell
19,904
-508
-2% -$191K 0.07% 157
2023
Q1
$7.42M Sell
20,412
-1,200
-6% -$436K 0.07% 151
2022
Q4
$7.52M Sell
21,612
-1,812
-8% -$596K 0.07% 164
2022
Q3
$6.66M Buy
23,424
+2,200
+10% +$729K 0.06% 169
2022
Q2
$6.7M Buy
21,224
+8,167
+63% +$2.81M 0.07% 167
2022
Q1
$4.67M Sell
13,057
-1,285
-9% -$462K 0.05% 133
2021
Q4
$5.15M Sell
14,342
-998
-7% -$345K 0.06% 146
2021
Q3
$5.33M Buy
15,340
+225
+1% +$81.8K 0.05% 170
2021
Q2
$5.52M Buy
15,115
+1,193
+9% +$444K 0.05% 169
2021
Q1
$4.96M Buy
13,922
+5,138
+58% +$1.79M 0.05% 177
2020
Q4
$3.14M Buy
8,784
+4,906
+127% +$1.63M 0.04% 209
2020
Q3
$1.31M Buy
3,878
+118
+3% +$38.4K 0.02% 294
2020
Q2
$1.11M Sell
3,760
-6,021
-62% -$1.7M 0.01% 302
2020
Q1
$2.36M Buy
9,781
+439
+5% +$131K 0.04% 196
2019
Q4
$2.79M Sell
9,342
-308
-3% -$86.8K 0.02% 202
2019
Q3
$2.62M Buy
9,650
+4,331
+81% +$1.19M 0.02% 194
2019
Q2
$1.41M Buy
5,319
+2,575
+94% +$644K 0.01% 270
2019
Q1
$646K Sell
2,744
-683
-20% -$147K ﹤0.01% 433
2018
Q4
$647K Sell
3,427
-1,119
-25% -$222K 0.01% 421
2018
Q3
$1.01M Sell
4,546
-5,911
-57% -$1.23M 0.01% 399
2018
Q2
$2.06M Buy
10,457
+1,485
+17% +$279K 0.01% 228
2018
Q1
$1.57M Buy
8,972
+4,181
+87% +$715K 0.01% 237
2017
Q4
$725K Buy
4,791
+138
+3% +$20.5K 0.01% 322
2017
Q3
$657K Sell
4,653
-1,014
-18% -$134K ﹤0.01% 323
2017
Q2
$688K Sell
5,667
-510
-8% -$60.5K ﹤0.01% 297
2017
Q1
$695K Buy
6,177
+1,593
+35% +$175K ﹤0.01% 255
2016
Q4
$473K Sell
4,584
-66
-1% -$6.83K ﹤0.01% 449
2016
Q3
$473K Sell
4,650
-283
-6% -$27.1K ﹤0.01% 294
2016
Q2
$434K Sell
4,933
-267
-5% -$25.5K ﹤0.01% 363
2016
Q1
$491K Sell
5,200
-799
-13% -$70.6K 0.01% 226
2015
Q4
$584K Buy
5,999
+132
+2% +$12.9K 0.01% 286
2015
Q3
$5.29K Sell
5,867
-587
-9% -$55.1K 0.01% 292
2015
Q2
$603K Buy
6,454
+67
+1% +$6.15K 0.01% 292
2015
Q1
$552K Sell
6,387
-916
-13% -$79.5K ﹤0.01% 281
2014
Q4
$629K Sell
7,303
-1,045
-13% -$85.3K ﹤0.01% 236
2014
Q3
$617K Buy
8,348
+411
+5% +$31.3K ﹤0.01% 231
2014
Q2
$583K Buy
7,937
+228
+3% +$16.9K 0.01% 422
2014
Q1
$576K Sell
7,709
-60,891
-89% -$4.76M 0.01% 393
2013
Q4
$519K Buy
68,600
+65,240
+1,942% +$4.85M 0.01% 338
2013
Q3
$226K Buy
+3,360
New +$211K ﹤0.01% 595

Other funds holding MA

ALPS Advisors's MA Position: Q2 2026 in Review

ALPS Advisors increased its Mastercard (MA) stake by 4.7% in Q2 2026, buying an estimated $1.64M and bringing the position to 73,117 shares worth $37.6M. The position accounts for 0.18% of the portfolio, ranked #47.

ALPS Advisors first reported a position in MA in Q3 2013 and has held it in 51 quarters since. The position peaked at $42.6M in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • ALPS Advisors held 73,117 shares of Mastercard worth $37.6M as of Q2 2026.
  • ALPS Advisors bought 3,286 Mastercard shares in Q2 2026, an estimated $1.64M.
  • Mastercard made up 0.18% of ALPS Advisors's portfolio in Q2 2026, its #47 holding.
  • ALPS Advisors first reported a position in Mastercard in Q3 2013 and has held it in 51 quarters since.
  • ALPS Advisors's Mastercard position peaked at $42.6M in Q3 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.