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Beaird Harris Wealth Management’s Mastercard MA Stock Holding History

Beaird Harris 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 		$33.8K Hold
66
– – ﹤0.01% 293
2026
Q1 		$32.9K Hold
66
– – ﹤0.01% 282
2025
Q4 		$37.6K Sell
66
-44
-40% -$24.6K ﹤0.01% 283
2025
Q3 		$62.5K Buy
110
+11
+11% +$6.32K ﹤0.01% 224
2025
Q2 		$55.5K Buy
99
+16
+19% +$8.85K ﹤0.01% 239
2025
Q1 		$45.4K Sell
83
-7
-8% -$3.81K ﹤0.01% 228
2024
Q4 		$47.4K Buy
90
+33
+58% +$17.1K ﹤0.01% 232
2024
Q3 		$28.1K Sell
57
-1
-2% -$465 ﹤0.01% 272
2024
Q2 		$25.5K Buy
58
+12
+26% +$5.47K ﹤0.01% 280
2024
Q1 		$22.2K Sell
46
-25
-35% -$11.4K ﹤0.01% 270
2023
Q4 		$30.3K Buy
+71
New +$28.5K ﹤0.01% 225
2023
Q1 		– Sell
-371
Closed -$129K – 633
2022
Q4 		$129K Buy
+371
New +$122K 0.02% 115
2022
Q2 		– Sell
-518
Closed -$185K – 517
2022
Q1 		$185K Sell
518
-22
-4% -$7.91K 0.07% 90
2021
Q4 		$194K Buy
+540
New +$187K 0.07% 118

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Beaird Harris Wealth Management's MA Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Mastercard (MA) position steady in Q2 2026 at 66 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Beaird Harris Wealth Management first reported a position in MA in Q4 2021 and has held it in 14 quarters since. The position peaked at $194K in Q4 2021. 614 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Beaird Harris Wealth Management held 66 shares of Mastercard worth $33.8K as of Q2 2026.
  • Beaird Harris Wealth Management left its Mastercard share count unchanged in Q2 2026.
  • Mastercard made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Beaird Harris Wealth Management first reported a position in Mastercard in Q4 2021 and has held it in 14 quarters since.
  • Beaird Harris Wealth Management's Mastercard position peaked at $194K in Q4 2021.
  • 614 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.