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Cypress Advisory Group’s Mastercard MA Stock Holding History

Cypress Advisory 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 		$1.63M Buy
3,175
+400
+14% +$199K 1.26% 20
2026
Q1 		$1.39M Hold
2,775
– – 1.06% 26
2025
Q4 		$1.58M Hold
2,775
– – 1.16% 24
2025
Q3 		$1.58M Hold
2,775
– – 1.17% 24
2025
Q2 		$1.56M Buy
2,775
+597
+27% +$330K 1.21% 26
2025
Q1 		$1.19M Hold
2,178
– – 1.09% 28
2024
Q4 		$1.15M Buy
+2,178
New +$1.13M 1.06% 30

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Cypress Advisory Group's MA Position: Q2 2026 in Review

Cypress Advisory Group increased its Mastercard (MA) stake by 14% in Q2 2026, buying an estimated $199K and bringing the position to 3,175 shares worth $1.63M. The position accounts for 1.26% of the portfolio, ranked #20.

Cypress Advisory Group first reported a position in MA in Q4 2024 and has held it in 7 quarters since. 802 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Cypress Advisory Group held 3,175 shares of Mastercard worth $1.63M as of Q2 2026.
  • Cypress Advisory Group bought 400 Mastercard shares in Q2 2026, an estimated $199K.
  • Mastercard made up 1.26% of Cypress Advisory Group's portfolio in Q2 2026, its #20 holding.
  • Cypress Advisory Group first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • 802 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.