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Empirical Wealth Management’s Mastercard MA Stock Holding History

Empirical Wealth Management’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 		$5.33M Buy
10,370
+767
+8% +$382K 0.08% 150
2026
Q1 		$4.8M Buy
9,603
+545
+6% +$287K 0.08% 152
2025
Q4 		$5.17M Buy
9,058
+1,275
+16% +$713K 0.09% 140
2025
Q3 		$4.43M Buy
7,783
+1,260
+19% +$724K 0.09% 151
2025
Q2 		$3.67M Buy
6,523
+1,121
+21% +$620K 0.08% 157
2025
Q1 		$2.96M Buy
5,402
+470
+10% +$256K 0.08% 171
2024
Q4 		$2.6M Buy
4,932
+878
+22% +$455K 0.07% 167
2024
Q3 		$2M Buy
4,054
+550
+16% +$256K 0.06% 192
2024
Q2 		$1.55M Buy
3,504
+1,114
+47% +$507K 0.05% 209
2024
Q1 		$1.15M Buy
2,390
+71
+3% +$32.5K 0.03% 247
2023
Q4 		$989K Buy
2,319
+378
+19% +$152K 0.03% 239
2023
Q3 		$769K Buy
1,941
+656
+51% +$263K 0.03% 253
2023
Q2 		$505K Sell
1,285
-566
-31% -$212K 0.02% 304
2023
Q1 		$673K Buy
1,851
+340
+23% +$123K 0.03% 279
2022
Q4 		$525K Sell
1,511
-1,189
-44% -$391K 0.02% 302
2022
Q3 		$768K Buy
2,700
+226
+9% +$74.9K 0.04% 227
2022
Q2 		$780K Sell
2,474
-108
-4% -$37.2K 0.04% 234
2022
Q1 		$923K Sell
2,582
-972
-27% -$349K 0.05% 229
2021
Q4 		$1.28M Buy
3,554
+1,058
+42% +$366K 0.06% 178
2021
Q3 		$868K Sell
2,496
-414
-14% -$151K 0.05% 217
2021
Q2 		$1.06M Buy
2,910
+1,319
+83% +$490K 0.06% 179
2021
Q1 		$566K Buy
1,591
+123
+8% +$42.9K 0.05% 234
2020
Q4 		$524K Buy
1,468
+11
+0.8% +$3.66K 0.04% 246
2020
Q3 		$493K Buy
1,457
+176
+14% +$57.2K 0.04% 219
2020
Q2 		$379K Sell
1,281
-765
-37% -$216K 0.04% 247
2020
Q1 		$494K Buy
2,046
+987
+93% +$293K 0.05% 189
2019
Q4 		$316K Sell
1,059
-182
-15% -$51.3K 0.03% 249
2019
Q3 		$337K Buy
+1,241
New +$342K 0.04% 219
2018
Q4 		– Sell
-959
Closed -$213K – 221
2018
Q3 		$213K Buy
+959
New +$200K 0.04% 202

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
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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Empirical Wealth Management's MA Position: Q2 2026 in Review

Empirical Wealth Management increased its Mastercard (MA) stake by 8% in Q2 2026, buying an estimated $382K and bringing the position to 10,370 shares worth $5.33M. The position accounts for 0.08% of the portfolio, ranked #150.

Empirical Wealth Management first reported a position in MA in Q3 2018 and has held it in 29 quarters since. 1,495 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Empirical Wealth Management held 10,370 shares of Mastercard worth $5.33M as of Q2 2026.
  • Empirical Wealth Management bought 767 Mastercard shares in Q2 2026, an estimated $382K.
  • Mastercard made up 0.08% of Empirical Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Empirical Wealth Management first reported a position in Mastercard in Q3 2018 and has held it in 29 quarters since.
  • 1,495 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.