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Baron Wealth Management’s Mastercard MA Stock Holding History

Baron Wealth Management’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 		$828K Buy
1,612
+253
+19% +$126K 0.21% 63
2026
Q1 		$679K Sell
1,359
-129
-9% -$67.9K 0.2% 69
2025
Q4 		$850K Hold
1,488
– – 0.26% 52
2025
Q3 		$847K Buy
1,488
+31
+2% +$17.8K 0.28% 45
2025
Q2 		$819K Buy
1,457
+168
+13% +$92.9K 0.29% 42
2025
Q1 		$707K Buy
1,289
+306
+31% +$167K 0.31% 47
2024
Q4 		$518K Buy
983
+45
+5% +$23.3K 0.24% 61
2024
Q3 		$463K Buy
938
+281
+43% +$131K 0.22% 71
2024
Q2 		$290K Sell
657
-49
-7% -$22.3K 0.15% 116
2024
Q1 		$340K Buy
706
+66
+10% +$30.2K 0.18% 100
2023
Q4 		$273K Buy
640
+17
+3% +$6.83K 0.15% 123
2023
Q3 		$247K Sell
623
-2
-0.3% -$803 0.16% 113
2023
Q2 		$246K Buy
625
+29
+5% +$10.9K 0.16% 114
2023
Q1 		$217K Sell
596
-5
-0.8% -$1.82K 0.15% 119
2022
Q4 		$209K Buy
+601
New +$198K 0.16% 124

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

Baron Wealth Management's MA Position: Q2 2026 in Review

Baron Wealth Management increased its Mastercard (MA) stake by 19% in Q2 2026, buying an estimated $126K and bringing the position to 1,612 shares worth $828K. The position accounts for 0.21% of the portfolio, ranked #63.

Baron Wealth Management first reported a position in MA in Q4 2022 and has held it in 15 quarters since. The position peaked at $850K in Q4 2025. 1,282 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Baron Wealth Management held 1,612 shares of Mastercard worth $828K as of Q2 2026.
  • Baron Wealth Management bought 253 Mastercard shares in Q2 2026, an estimated $126K.
  • Mastercard made up 0.21% of Baron Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Baron Wealth Management first reported a position in Mastercard in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's Mastercard position peaked at $850K in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.