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Crewe Advisors’s Mastercard MA Stock Holding History

Crewe 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 		$1.93M Buy
3,755
+315
+9% +$157K 0.14% 64
2026
Q1 		$1.72M Buy
3,440
+46
+1% +$24.2K 0.15% 66
2025
Q4 		$1.94M Sell
3,394
-486
-13% -$272K 0.17% 60
2025
Q3 		$2.21M Buy
+3,880
New +$2.23M 0.21% 54
2024
Q3 		– Sell
-2,913
Closed -$1.28M – 877
2024
Q2 		$1.28M Buy
2,913
+191
+7% +$87K 0.14% 64
2024
Q1 		$1.31M Buy
+2,722
New +$1.24M 0.15% 58
2023
Q3 		– Sell
-1,707
Closed -$671K – 783
2023
Q2 		$671K Buy
1,707
+292
+21% +$110K 0.09% 67
2023
Q1 		$514K Buy
1,415
+301
+27% +$109K 0.08% 84
2022
Q4 		$387K Sell
1,114
-278
-20% -$91.5K 0.06% 93
2022
Q3 		$396K Buy
1,392
+153
+12% +$50.7K 0.07% 85
2022
Q2 		$391K Buy
1,239
+638
+106% +$220K 0.09% 71
2022
Q1 		$215K Buy
601
+20
+3% +$7.19K 0.04% 110
2021
Q4 		$209K Sell
581
-14
-2% -$4.84K 0.04% 85
2021
Q3 		$207K Hold
595
– – 0.05% 66
2021
Q2 		$217K Sell
595
-14
-2% -$5.21K 0.05% 65
2021
Q1 		$217K Buy
609
+22
+4% +$7.68K 0.05% 62
2020
Q4 		$210K Buy
587
+60
+11% +$20K 0.08% 58
2020
Q3 		$178K Buy
527
+112
+27% +$36.4K 0.08% 53
2020
Q2 		$123K Sell
415
-10
-2% -$2.82K 0.06% 66
2020
Q1 		$103K Hold
425
– – 0.06% 58
2019
Q4 		$127K Sell
425
-558
-57% -$157K 0.06% 67
2019
Q3 		$267K Sell
983
-1,203
-55% -$332K 0.12% 45
2019
Q2 		$578K Buy
2,186
+1,251
+134% +$313K 0.19% 32
2019
Q1 		$220K Buy
935
+510
+120% +$110K 0.07% 56
2018
Q4 		$80K Hold
425
– – 0.03% 88
2018
Q3 		$95K Sell
425
-80
-16% -$16.7K 0.08% 85
2018
Q2 		$99K Buy
505
+158
+46% +$29.7K 0.09% 81
2018
Q1 		$61K Hold
347
– – 0.06% 101
2017
Q4 		$53K Buy
+347
New +$51.6K 0.05% 112

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Crewe Advisors's MA Position: Q2 2026 in Review

Crewe Advisors increased its Mastercard (MA) stake by 9.2% in Q2 2026, buying an estimated $157K and bringing the position to 3,755 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #64.

Crewe Advisors first reported a position in MA in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.21M in Q3 2025. 2,160 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Crewe Advisors held 3,755 shares of Mastercard worth $1.93M as of Q2 2026.
  • Crewe Advisors bought 315 Mastercard shares in Q2 2026, an estimated $157K.
  • Mastercard made up 0.14% of Crewe Advisors's portfolio in Q2 2026, its #64 holding.
  • Crewe Advisors first reported a position in Mastercard in Q4 2017 and has held it in 29 quarters since.
  • Crewe Advisors's Mastercard position peaked at $2.21M in Q3 2025.
  • 2,160 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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