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Amplius Wealth Advisors’s Mastercard MA Stock Holding History

Amplius 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 		$653K Buy
1,272
+635
+100% +$317K 0.05% 106
2026
Q1 		$318K Sell
637
-49
-7% -$25.8K 0.03% 142
2025
Q4 		$392K Sell
686
-124
-15% -$69.3K 0.03% 125
2025
Q3 		$461K Sell
810
-277
-25% -$159K 0.04% 113
2025
Q2 		$611K Sell
1,087
-372
-25% -$206K 0.06% 105
2025
Q1 		$800K Buy
1,459
+51
+4% +$27.8K 0.08% 85
2024
Q4 		$741K Buy
1,408
+1
+0.1% +$518 0.08% 86
2024
Q3 		$695K Sell
1,407
-5
-0.4% -$2.33K 0.08% 82
2024
Q2 		$623K Hold
1,412
– – 0.07% 87
2024
Q1 		$680K Buy
1,412
+18
+1% +$8.23K 0.08% 85
2023
Q4 		$595K Sell
1,394
-26
-2% -$10.4K 0.07% 87
2023
Q3 		$562K Buy
1,420
+5
+0.4% +$2.01K 0.08% 89
2023
Q2 		$557K Sell
1,415
-10
-0.7% -$3.75K 0.08% 92
2023
Q1 		$518K Buy
1,425
+59
+4% +$21.4K 0.07% 91
2022
Q4 		$475K Buy
1,366
+44
+3% +$14.5K 0.08% 91
2022
Q3 		$376K Buy
+1,322
New +$438K 0.07% 102
2022
Q1 		– Sell
-314
Closed -$112K – 596
2021
Q4 		$112K Buy
+314
New +$109K 0.02% 234

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

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

Amplius Wealth Advisors increased its Mastercard (MA) stake by 100% in Q2 2026, buying an estimated $317K and bringing the position to 1,272 shares worth $653K. The position accounts for 0.05% of the portfolio, ranked #106.

Amplius Wealth Advisors first reported a position in MA in Q4 2021 and has held it in 17 quarters since. The position peaked at $800K in Q1 2025. 1,159 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Amplius Wealth Advisors held 1,272 shares of Mastercard worth $653K as of Q2 2026.
  • Amplius Wealth Advisors bought 635 Mastercard shares in Q2 2026, an estimated $317K.
  • Mastercard made up 0.05% of Amplius Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Amplius Wealth Advisors first reported a position in Mastercard in Q4 2021 and has held it in 17 quarters since.
  • Amplius Wealth Advisors's Mastercard position peaked at $800K in Q1 2025.
  • 1,159 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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