Bailard’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
$2.78M Buy
5,411
+851
+19% +$424K 0.06% 217
2026
Q1
$2.28M Sell
4,560
-106
-2% -$55.8K 0.05% 215
2025
Q4
$2.66M Sell
4,666
-535
-10% -$299K 0.06% 202
2025
Q3
$2.96M Buy
5,201
+961
+23% +$552K 0.06% 202
2025
Q2
$2.38M Sell
4,240
-186
-4% -$103K 0.06% 223
2025
Q1
$2.43M Buy
4,426
+352
+9% +$192K 0.06% 212
2024
Q4
$2.15M Buy
4,074
+154
+4% +$79.7K 0.05% 220
2024
Q3
$1.94M Buy
3,920
+228
+6% +$106K 0.05% 236
2024
Q2
$1.63M Sell
3,692
-59
-2% -$26.9K 0.04% 248
2024
Q1
$1.81M Sell
3,751
-150
-4% -$68.6K 0.05% 241
2023
Q4
$1.66M Buy
3,901
+327
+9% +$131K 0.05% 234
2023
Q3
$1.41M Buy
3,574
+507
+17% +$204K 0.05% 236
2023
Q2
$1.21M Buy
3,067
+411
+15% +$154K 0.04% 247
2023
Q1
$965K Sell
2,656
-300
-10% -$109K 0.03% 272
2022
Q4
$1.03M Sell
2,956
-212
-7% -$69.8K 0.04% 261
2022
Q3
$901K Buy
3,168
+291
+10% +$96.5K 0.04% 254
2022
Q2
$908K Sell
2,877
-154
-5% -$53K 0.04% 259
2022
Q1
$1.08M Buy
3,031
+234
+8% +$84.1K 0.04% 255
2021
Q4
$1M Sell
2,797
-4
-0.1% -$1.38K 0.03% 264
2021
Q3
$974K Buy
2,801
+58
+2% +$21.1K 0.03% 273
2021
Q2
$1M Sell
2,743
-47
-2% -$17.5K 0.03% 272
2021
Q1
$993K Buy
2,790
+25
+0.9% +$8.72K 0.04% 262
2020
Q4
$987K Buy
2,765
+160
+6% +$53.2K 0.05% 217
2020
Q3
$881K Sell
2,605
-5
-0.2% -$1.63K 0.05% 210
2020
Q2
$772K Buy
2,610
+755
+41% +$213K 0.04% 220
2020
Q1
$448K Sell
1,855
-290
-14% -$86.2K 0.03% 246
2019
Q4
$640K Buy
2,145
+159
+8% +$44.8K 0.04% 234
2019
Q3
$539K Hold
1,986
0.03% 255
2019
Q2
$525K Hold
1,986
0.03% 278
2019
Q1
$468K Hold
1,986
0.03% 309
2018
Q4
$375K Sell
1,986
-209
-10% -$41.5K 0.03% 372
2018
Q3
$489K Buy
2,195
+682
+45% +$142K 0.03% 381
2018
Q2
$297K Sell
1,513
-69
-4% -$13K 0.02% 445
2018
Q1
$277K Hold
1,582
0.02% 423
2017
Q4
$239K Sell
1,582
-135
-8% -$20.1K 0.02% 401
2017
Q3
$242K Sell
1,717
-500
-23% -$66.2K 0.02% 269
2017
Q2
$269K Hold
2,217
0.02% 245
2017
Q1
$249K Buy
+2,217
New +$243K 0.02% 260
2016
Q1
Sell
-5,400
Closed -$526K 307
2015
Q4
$526K Buy
+5,400
New +$529K 0.23% 137

Other funds holding MA

Bailard's MA Position: Q2 2026 in Review

Bailard increased its Mastercard (MA) stake by 19% in Q2 2026, buying an estimated $424K and bringing the position to 5,411 shares worth $2.78M. The position accounts for 0.06% of the portfolio, ranked #217.

Bailard first reported a position in MA in Q4 2015 and has held it in 39 quarters since. The position peaked at $2.96M in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Bailard held 5,411 shares of Mastercard worth $2.78M as of Q2 2026.
  • Bailard bought 851 Mastercard shares in Q2 2026, an estimated $424K.
  • Mastercard made up 0.06% of Bailard's portfolio in Q2 2026, its #217 holding.
  • Bailard first reported a position in Mastercard in Q4 2015 and has held it in 39 quarters since.
  • Bailard's Mastercard position peaked at $2.96M in Q3 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.