Brady Martz Wealth Solutions’s Mastercard MA Stock Holding History

Brady Martz Wealth Solutions’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 -1	-0.2%	-$499	0.04%	179
2026 Q1	$275K	Sell	551 -259	-32%	-$136K	0.05%	163
2025 Q4	$462K	Sell	810 -31	-4%	-$17.3K	0.08%	131
2025 Q3	$479K	Buy	841 +18	+2%	+$10.3K	0.09%	121
2025 Q2	$463K	Sell	823 -8	-1%	-$4.42K	0.09%	120
2025 Q1	$455K	Buy	831 +2	+0.2%	+$1.09K	0.1%	114
2024 Q4	$422K	Buy	+829	New	+$429K	0.1%	116

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Brady Martz Wealth Solutions's MA Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its Mastercard (MA) stake by 0.18% in Q2 2026, selling an estimated $499 and leaving 550 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #179.

Brady Martz Wealth Solutions first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $479K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Brady Martz Wealth Solutions held 550 shares of Mastercard worth $282K as of Q2 2026.
Brady Martz Wealth Solutions sold 1 Mastercard share in Q2 2026, an estimated $499.
Mastercard made up 0.04% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #179 holding.
Brady Martz Wealth Solutions first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's Mastercard position peaked at $479K in Q3 2025.
1,495 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.