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Blue Zone Wealth Advisors’s Mastercard MA Stock Holding History

Blue Zone Wealth Advisors’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 		$282K Sell
550
-12
-2% -$5.98K 0.05% 104
2026
Q1 		$281K Sell
562
-81
-13% -$42.7K 0.06% 109
2025
Q4 		$367K Hold
643
– – 0.07% 104
2025
Q3 		$366K Buy
643
+152
+31% +$87.3K 0.07% 100
2025
Q2 		$276K Buy
491
+7
+1% +$3.87K 0.07% 92
2025
Q1 		$265K Sell
484
-23
-5% -$12.5K 0.07% 92
2024
Q4 		$267K Hold
507
– – 0.08% 88
2024
Q3 		$250K Buy
+507
New +$236K 0.08% 87

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

Blue Zone Wealth Advisors's MA Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Mastercard (MA) stake by 2.1% in Q2 2026, selling an estimated $5.98K and leaving 550 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #104.

Blue Zone Wealth Advisors first reported a position in MA in Q3 2024 and has held it in 8 quarters since. The position peaked at $367K in Q4 2025. 614 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Blue Zone Wealth Advisors held 550 shares of Mastercard worth $282K as of Q2 2026.
  • Blue Zone Wealth Advisors sold 12 Mastercard shares in Q2 2026, an estimated $5.98K.
  • Mastercard made up 0.05% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Blue Zone Wealth Advisors first reported a position in Mastercard in Q3 2024 and has held it in 8 quarters since.
  • Blue Zone Wealth Advisors's Mastercard position peaked at $367K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.