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Crown Wealth Group’s Mastercard MA Stock Holding History

Crown 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
Q2 		$551K Buy
1,073
+41
+4% +$20.4K 0.14% 74
2026
Q1 		$516K Buy
1,032
+261
+34% +$137K 0.15% 67
2025
Q4 		$440K Sell
771
-69
-8% -$38.6K 0.12% 74
2025
Q3 		$478K Buy
840
+35
+4% +$20.1K 0.14% 68
2025
Q2 		$452K Sell
805
-25
-3% -$13.8K 0.17% 59
2025
Q1 		$455K Buy
830
+43
+5% +$23.4K 0.24% 52
2024
Q4 		$414K Buy
787
+37
+5% +$19.2K 0.17% 71
2024
Q3 		$370K Sell
750
-13
-2% -$6.05K 0.16% 73
2024
Q2 		$337K Buy
763
+12
+2% +$5.47K 0.17% 70
2024
Q1 		$362K Buy
751
+216
+40% +$98.7K 0.19% 62
2023
Q4 		$228K Buy
+535
New +$215K 0.14% 80

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

Crown Wealth Group's MA Position: Q2 2026 in Review

Crown Wealth Group increased its Mastercard (MA) stake by 4% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,073 shares worth $551K. The position accounts for 0.14% of the portfolio, ranked #74.

Crown Wealth Group first reported a position in MA in Q4 2023 and has held it in 11 quarters since. 1,577 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Crown Wealth Group held 1,073 shares of Mastercard worth $551K as of Q2 2026.
  • Crown Wealth Group bought 41 Mastercard shares in Q2 2026, an estimated $20.4K.
  • Mastercard made up 0.14% of Crown Wealth Group's portfolio in Q2 2026, its #74 holding.
  • Crown Wealth Group first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
  • 1,577 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.