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Financial Planning Hawaii’s Mastercard MA Stock Holding History

Financial Planning Hawaii’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 		$283K Sell
551
-77
-12% -$38.4K 0.15% 114
2026
Q1 		$314K Hold
628
– – 0.19% 100
2025
Q4 		$359K Buy
+628
New +$351K 0.21% 95

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Financial Planning Hawaii's MA Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Mastercard (MA) stake by 12% in Q2 2026, selling an estimated $38.4K and leaving 551 shares worth $283K. The position accounts for 0.15% of the portfolio, ranked #114.

Financial Planning Hawaii first reported a position in MA in Q4 2025 and has held it in 3 quarters since. The position peaked at $359K in Q4 2025. 2,195 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Financial Planning Hawaii held 551 shares of Mastercard worth $283K as of Q2 2026.
  • Financial Planning Hawaii sold 77 Mastercard shares in Q2 2026, an estimated $38.4K.
  • Mastercard made up 0.15% of Financial Planning Hawaii's portfolio in Q2 2026, its #114 holding.
  • Financial Planning Hawaii first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Mastercard position peaked at $359K in Q4 2025.
  • 2,195 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.