Barlow Wealth Partners’s Mastercard MA Stock Holding History

Barlow 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	$646K	Buy	1,242 +272	+28%	+$136K	0.07%	78
2026 Q1	$506K	Buy	970 +4	+0.4%	+$2.11K	0.06%	85
2025 Q4	$556K	Buy	966 +4	+0.4%	+$2.24K	0.06%	78
2025 Q3	$550K	Sell	962 -202	-17%	-$116K	0.06%	80
2025 Q2	$654K	Buy	1,164 +2	+0.2%	+$1.11K	0.08%	70
2025 Q1	$620K	Hold	1,162	–	–	0.08%	74
2024 Q4	$607K	Hold	1,162	–	–	0.08%	74
2024 Q3	$571K	Hold	1,162	–	–	0.07%	83
2024 Q2	$503K	Buy	1,162 +200	+21%	+$91.1K	0.07%	82
2024 Q1	$448K	Buy	962 +82	+9%	+$37.5K	0.06%	94
2023 Q4	$375K	Buy	+880	New	+$354K	0.05%	96

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

Barlow Wealth Partners increased its Mastercard (MA) stake by 28% in Q2 2026, buying an estimated $136K and bringing the position to 1,242 shares worth $646K. The position accounts for 0.07% of the portfolio, ranked #78.

Barlow Wealth Partners first reported a position in MA in Q4 2023 and has held it in 11 quarters since. The position peaked at $654K in Q2 2025. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Barlow Wealth Partners held 1,242 shares of Mastercard worth $646K as of Q2 2026.
Barlow Wealth Partners bought 272 Mastercard shares in Q2 2026, an estimated $136K.
Mastercard made up 0.07% of Barlow Wealth Partners's portfolio in Q2 2026, its #78 holding.
Barlow Wealth Partners first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's Mastercard position peaked at $654K in Q2 2025.
1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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