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Cypress Wealth Services’s Mastercard MA Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-1,567
Closed -$530K – 418
2020
Q3 		$530K Buy
+1,567
New +$509K 0.14% 127

Other funds holding MA

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
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 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
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
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Cypress Wealth Services's MA Position: Q2 2026 in Review

Cypress Wealth Services reduced its Mastercard (MA) stake by 8.3% in Q2 2026, selling an estimated $66.3K and leaving 1,472 shares worth $756K. The position accounts for 0.09% of the portfolio, ranked #166.

Cypress Wealth Services first reported a position in MA in Q4 2017 and has held it in 34 quarters since. The position peaked at $928K in Q4 2025. 1,376 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Cypress Wealth Services held 1,472 shares of Mastercard worth $756K as of Q2 2026.
  • Cypress Wealth Services sold 133 Mastercard shares in Q2 2026, an estimated $66.3K.
  • Mastercard made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #166 holding.
  • Cypress Wealth Services first reported a position in Mastercard in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Mastercard position peaked at $928K in Q4 2025.
  • 1,376 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.