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Baldwin Wealth Partners’s Mastercard MA Stock Holding History

Baldwin Wealth Partners’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 		$422K Sell
821
-10
-1% -$4.99K 0.03% 159
2026
Q1 		$415K Buy
831
+90
+12% +$47.4K 0.03% 157
2025
Q4 		$423K Sell
741
-25
-3% -$14K 0.03% 166
2025
Q3 		$436K Sell
766
-12
-2% -$6.89K 0.03% 159
2025
Q2 		$437K Hold
778
– – 0.03% 155
2025
Q1 		$426K Buy
778
+13
+2% +$7.08K 0.03% 158
2024
Q4 		$403K Sell
765
-64
-8% -$33.1K 0.03% 167
2024
Q3 		$409K Buy
829
+233
+39% +$108K 0.03% 226
2024
Q2 		$263K Hold
596
– – 0.02% 176
2024
Q1 		$287K Hold
596
– – 0.02% 184
2023
Q4 		$254K Sell
596
-307
-34% -$123K 0.02% 193
2023
Q3 		$358K Sell
903
-816
-47% -$328K 0.03% 177
2023
Q2 		$676K Sell
1,719
-6
-0.3% -$2.25K 0.06% 132
2023
Q1 		$627K Sell
1,725
-27
-2% -$9.81K 0.05% 137
2022
Q4 		$609K Sell
1,752
-277
-14% -$91.2K 0.06% 137
2022
Q3 		$577K Hold
2,029
– – 0.08% 89
2022
Q2 		$640K Sell
2,029
-17
-0.8% -$5.86K 0.08% 89
2022
Q1 		$731K Buy
2,046
+225
+12% +$80.9K 0.08% 90
2021
Q4 		$655K Buy
1,821
+150
+9% +$51.9K 0.07% 102
2021
Q3 		$581K Buy
1,671
+65
+4% +$23.6K 0.06% 101
2021
Q2 		$586K Sell
1,606
-166
-9% -$61.7K 0.06% 102
2021
Q1 		$631K Sell
1,772
-42
-2% -$14.7K 0.07% 90
2020
Q4 		$647K Sell
1,814
-200
-10% -$66.5K 0.08% 89
2020
Q3 		$681K Hold
2,014
– – 0.09% 86
2020
Q2 		$595K Sell
2,014
-31
-2% -$8.74K 0.09% 91
2020
Q1 		$494K Buy
2,045
+200
+11% +$59.5K 0.09% 93
2019
Q4 		$551K Sell
1,845
-50
-3% -$14.1K 0.08% 103
2019
Q3 		$515K Sell
1,895
-77
-4% -$21.2K 0.08% 106
2019
Q2 		$522K Sell
1,972
-73
-4% -$18.3K 0.08% 118
2019
Q1 		$481K Sell
2,045
-15
-0.7% -$3.23K 0.07% 126
2018
Q4 		$389K Hold
2,060
– – 0.07% 136
2018
Q3 		$459K Buy
2,060
+174
+9% +$36.3K 0.06% 137
2018
Q2 		$371K Sell
1,886
-900
-32% -$169K 0.06% 150
2018
Q1 		$488K Sell
2,786
-41
-1% -$7.01K 0.08% 122
2017
Q4 		$428K Sell
2,827
-300
-10% -$44.6K 0.07% 139
2017
Q3 		$442K Sell
3,127
-154
-5% -$20.4K 0.07% 133
2017
Q2 		$398K Hold
3,281
– – 0.06% 143
2017
Q1 		$369K Buy
3,281
+262
+9% +$28.7K 0.06% 151
2016
Q4 		$312K Hold
3,019
– – 0.06% 154
2016
Q3 		$307K Sell
3,019
-160
-5% -$15.3K 0.06% 156
2016
Q2 		$280K Sell
3,179
-2,691
-46% -$257K 0.06% 145
2016
Q1 		$555K Sell
5,870
-5,303
-47% -$469K 0.1% 138
2015
Q4 		$1.09M Buy
+11,173
New +$1.09M 0.18% 117
2014
Q4 		– Sell
-7,827
Closed -$579K – 260
2014
Q3 		$579K Sell
7,827
-7,225
-48% -$550K 0.08% 172
2014
Q2 		$1.11M Sell
15,052
-22,707
-60% -$1.69M 0.16% 121
2014
Q1 		$2.82M Sell
37,759
-7,591
-17% -$593K 0.45% 54
2013
Q4 		$3.79M Buy
45,350
+2,630
+6% +$195K 0.61% 49
2013
Q3 		$2.87M Sell
42,720
-13,920
-25% -$874K 0.52% 52
2013
Q2 		$3.25M Buy
+56,640
New +$3.15M 0.64% 48

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

Baldwin Wealth Partners's MA Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Mastercard (MA) stake by 1.2% in Q2 2026, selling an estimated $4.99K and leaving 821 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #159.

Baldwin Wealth Partners first reported a position in MA in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.79M in Q4 2013. 1,647 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Baldwin Wealth Partners held 821 shares of Mastercard worth $422K as of Q2 2026.
  • Baldwin Wealth Partners sold 10 Mastercard shares in Q2 2026, an estimated $4.99K.
  • Mastercard made up 0.03% of Baldwin Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • Baldwin Wealth Partners first reported a position in Mastercard in Q2 2013 and has held it in 49 quarters since.
  • Baldwin Wealth Partners's Mastercard position peaked at $3.79M in Q4 2013.
  • 1,647 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.