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Clarity Wealth Advisors’s Mastercard MA Stock Holding History

Clarity 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 		$659K Sell
1,282
-50
-4% -$24.9K 0.12% 60
2026
Q1 		$666K Sell
1,332
-51
-4% -$26.9K 0.14% 56
2025
Q4 		$790K Sell
1,383
-7
-0.5% -$3.91K 0.16% 51
2025
Q3 		$791K Sell
1,390
-37
-3% -$21.2K 0.17% 51
2025
Q2 		$802K Sell
1,427
-47
-3% -$26K 0.2% 50
2025
Q1 		$808K Sell
1,474
-66
-4% -$35.9K 0.22% 43
2024
Q4 		$811K Sell
1,540
-33
-2% -$17.1K 0.22% 45
2024
Q3 		$777K Sell
1,573
-64
-4% -$29.8K 0.23% 41
2024
Q2 		$722K Buy
1,637
+2
+0.1% +$911 0.23% 40
2024
Q1 		$787K Sell
1,635
-2
-0.1% -$914 0.27% 41
2023
Q4 		$698K Sell
1,637
-8
-0.5% -$3.21K 0.26% 40
2023
Q3 		$651K Buy
1,645
+9
+0.6% +$3.61K 0.3% 39
2023
Q2 		$643K Sell
1,636
-5
-0.3% -$1.88K 0.29% 39
2023
Q1 		$596K Buy
1,641
+4
+0.2% +$1.45K 0.3% 40
2022
Q4 		$569K Sell
1,637
-76
-4% -$25K 0.33% 40
2022
Q3 		$487K Sell
1,713
-17
-1% -$5.63K 0.29% 40
2022
Q2 		$545K Sell
1,730
-48
-3% -$16.5K 0.31% 40
2022
Q1 		$635K Buy
1,778
+99
+6% +$35.6K 0.3% 41
2021
Q4 		$603K Buy
1,679
+83
+5% +$28.7K 0.28% 42
2021
Q3 		$554K Sell
1,596
-58
-4% -$21.1K 0.27% 44
2021
Q2 		$603K Sell
1,654
-164
-9% -$61K 0.31% 43
2021
Q1 		$647K Sell
1,818
-53
-3% -$18.5K 0.37% 41
2020
Q4 		$667K Sell
1,871
-6
-0.3% -$2K 0.4% 41
2020
Q3 		$634K Sell
1,877
-50
-3% -$16.3K 0.45% 40
2020
Q2 		$569K Buy
1,927
+44
+2% +$12.4K 0.45% 43
2020
Q1 		$454K Sell
1,883
-52
-3% -$15.5K 0.47% 37
2019
Q4 		$577K Buy
+1,935
New +$546K 0.49% 35

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
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

Clarity Wealth Advisors's MA Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its Mastercard (MA) stake by 3.8% in Q2 2026, selling an estimated $24.9K and leaving 1,282 shares worth $659K. The position accounts for 0.12% of the portfolio, ranked #60.

Clarity Wealth Advisors first reported a position in MA in Q4 2019 and has held it in 27 quarters since. The position peaked at $811K in Q4 2024. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Clarity Wealth Advisors held 1,282 shares of Mastercard worth $659K as of Q2 2026.
  • Clarity Wealth Advisors sold 50 Mastercard shares in Q2 2026, an estimated $24.9K.
  • Mastercard made up 0.12% of Clarity Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Clarity Wealth Advisors first reported a position in Mastercard in Q4 2019 and has held it in 27 quarters since.
  • Clarity Wealth Advisors's Mastercard position peaked at $811K in Q4 2024.
  • 1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.