Challenger Wealth Management’s Mastercard MA Stock Holding History

Challenger 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	$1.11M	Sell	2,152 -77	-3%	-$38.4K	0.81%	28
2026 Q1	$1.11M	Sell	2,229 -20	-0.9%	-$10.5K	0.89%	26
2025 Q4	$1.28M	Sell	2,249 -3	-0.1%	-$1.68K	0.98%	23
2025 Q3	$1.28M	Sell	2,252 -471	-17%	-$270K	1%	22
2025 Q2	$1.53M	Sell	2,723 -9	-0.3%	-$4.98K	1.06%	21
2025 Q1	$1.5M	Sell	2,732 -2	-0.1%	-$1.09K	1.19%	19
2024 Q4	$1.44M	Buy	+2,734	New	+$1.42M	1.24%	20

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Challenger Wealth Management reduced its Mastercard (MA) stake by 3.5% in Q2 2026, selling an estimated $38.4K and leaving 2,152 shares worth $1.11M. The position accounts for 0.81% of the portfolio, ranked #28.

Challenger Wealth Management first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q2 2025. 1,565 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Challenger Wealth Management held 2,152 shares of Mastercard worth $1.11M as of Q2 2026.
Challenger Wealth Management sold 77 Mastercard shares in Q2 2026, an estimated $38.4K.
Mastercard made up 0.81% of Challenger Wealth Management's portfolio in Q2 2026, its #28 holding.
Challenger Wealth Management first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
Challenger Wealth Management's Mastercard position peaked at $1.53M in Q2 2025.
1,565 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.