Elevation Wealth Partners’s Mastercard MA Stock Holding History

Elevation Wealth Partners’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	$159K	Buy	310 +22	+8%	+$11K	0.05%	155
2026 Q1	$144K	Buy	288 +31	+12%	+$16.3K	0.05%	140
2025 Q4	$147K	Buy	257 +1	+0.4%	+$559	0.05%	136
2025 Q3	$146K	Buy	256 +47	+22%	+$27K	0.05%	138
2025 Q2	$117K	Hold	209	–	–	0.05%	158
2025 Q1	$115K	Hold	209	–	–	0.05%	152
2024 Q4	$110K	Hold	209	–	–	0.05%	158
2024 Q3	$103K	Buy	209 +1	+0.5%	+$465	0.04%	162
2024 Q2	$92K	Sell	208 -12	-5%	-$5.47K	0.04%	166
2024 Q1	$106K	Buy	220 +89	+68%	+$40.7K	0.05%	155
2023 Q4	$51.9K	Hold	131	–	–	0.03%	205
2023 Q3	$51.9K	Hold	131	–	–	0.04%	145
2023 Q2	$51.5K	Hold	131	–	–	0.04%	150
2023 Q1	$47.6K	Buy	+131	New	+$47.6K	0.04%	160

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Elevation Wealth Partners's MA Position: Q2 2026 in Review

Elevation Wealth Partners increased its Mastercard (MA) stake by 7.6% in Q2 2026, buying an estimated $11K and bringing the position to 310 shares worth $159K. The position accounts for 0.05% of the portfolio, ranked #155.

Elevation Wealth Partners first reported a position in MA in Q1 2023 and has held it in 14 quarters since. 1,495 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Elevation Wealth Partners held 310 shares of Mastercard worth $159K as of Q2 2026.
Elevation Wealth Partners bought 22 Mastercard shares in Q2 2026, an estimated $11K.
Mastercard made up 0.05% of Elevation Wealth Partners's portfolio in Q2 2026, its #155 holding.
Elevation Wealth Partners first reported a position in Mastercard in Q1 2023 and has held it in 14 quarters since.
1,495 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.