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Boomfish Wealth Group’s Mastercard MA Stock Holding History

Boomfish Wealth Group’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
Q3 		$3.46M Buy
6,275
+51
+0.8% +$28.7K 1.5% 21
2026
Q2 		$3.2M Buy
6,224
+416
+7% +$207K 1.46% 23
2026
Q1 		$2.9M Buy
5,808
+126
+2% +$66.4K 1.55% 20
2025
Q4 		$3.24M Sell
5,682
-25
-0.4% -$14K 1.73% 15
2025
Q3 		$3.25M Buy
5,707
+214
+4% +$123K 1.75% 17
2025
Q2 		$3.09M Buy
5,493
+87
+2% +$48.1K 1.78% 15
2025
Q1 		$2.96M Sell
5,406
-97
-2% -$52.8K 1.92% 9
2024
Q4 		$2.9M Buy
5,503
+40
+0.7% +$20.7K 1.76% 15
2024
Q3 		$2.7M Sell
5,463
-58
-1% -$27K 1.65% 18
2024
Q2 		$2.44M Buy
5,521
+32
+0.6% +$14.6K 1.57% 22
2024
Q1 		$2.64M Sell
5,489
-357
-6% -$163K 1.78% 14
2023
Q4 		$2.49M Buy
+5,846
New +$2.35M 1.8% 16

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Boomfish Wealth Group's MA Position: Q3 2026 in Review

Boomfish Wealth Group increased its Mastercard (MA) stake by 0.82% in Q3 2026, buying an estimated $28.7K and bringing the position to 6,275 shares worth $3.46M. The position accounts for 1.5% of the portfolio, ranked #21.

Boomfish Wealth Group first reported a position in MA in Q4 2023 and has held it in 12 quarters since. 1,686 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Boomfish Wealth Group held 6,275 shares of Mastercard worth $3.46M as of Q3 2026.
  • Boomfish Wealth Group bought 51 Mastercard shares in Q3 2026, an estimated $28.7K.
  • Mastercard made up 1.5% of Boomfish Wealth Group's portfolio in Q3 2026, its #21 holding.
  • Boomfish Wealth Group first reported a position in Mastercard in Q4 2023 and has held it in 12 quarters since.
  • 1,686 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.