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B.O.S.S. Retirement Advisors’s Mastercard MA Stock Holding History

B.O.S.S. Retirement 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 		$206K Buy
+400
New +$199K 0.06% 155
2026
Q1 		– Sell
-393
Closed -$224K – 188
2025
Q4 		$224K Buy
393
+9
+2% +$5.03K 0.07% 162
2025
Q3 		$218K Buy
384
+21
+6% +$12.1K 0.05% 184
2025
Q2 		$204K Buy
+363
New +$201K 0.05% 185
2024
Q4 		– Sell
-6,655
Closed -$3.29M – 256
2024
Q3 		$3.29M Buy
6,655
+546
+9% +$254K 0.66% 45
2024
Q2 		$2.7M Buy
6,109
+1,565
+34% +$713K 0.69% 47
2024
Q1 		$1.94M Sell
4,544
-365
-7% -$167K 0.74% 52
2023
Q4 		$2.09M Sell
4,909
-6,494
-57% -$2.61M 0.41% 77
2023
Q3 		$4.51M Sell
11,403
-3,001
-21% -$1.2M 0.97% 15
2023
Q2 		$5.67M Buy
14,404
+1,019
+8% +$382K 1.2% 10
2023
Q1 		$4.86M Sell
13,385
-303
-2% -$110K 1.14% 10
2022
Q4 		$4.76M Buy
+13,688
New +$4.51M 1.22% 9

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

B.O.S.S. Retirement Advisors's MA Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors opened a new position in Mastercard (MA) in Q2 2026: 400 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #155 among its holdings. This is a return to the name: B.O.S.S. Retirement Advisors previously reported a position in MA as recently as Q4 2025.

B.O.S.S. Retirement Advisors first reported a position in MA in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.67M in Q2 2023. 1,163 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 400 shares of Mastercard worth $206K as of Q2 2026.
  • Mastercard was a new B.O.S.S. Retirement Advisors position in Q2 2026.
  • Mastercard made up 0.06% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #155 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Mastercard in Q4 2022 and has held it in 12 quarters since.
  • B.O.S.S. Retirement Advisors's Mastercard position peaked at $5.67M in Q2 2023.
  • 1,163 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.