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Flywheel Private Wealth’s Mastercard MA Stock Holding History

Flywheel Private Wealth’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 		$269K Hold
524
– – 0.13% 90
2026
Q1 		$262K Buy
+524
New +$276K 0.15% 85

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Flywheel Private Wealth's MA Position: Q2 2026 in Review

Flywheel Private Wealth held its Mastercard (MA) position steady in Q2 2026 at 524 shares worth $269K. The position accounts for 0.13% of the portfolio, ranked #90.

Flywheel Private Wealth first reported a position in MA in Q1 2026 and has held it in 2 quarters since. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Flywheel Private Wealth held 524 shares of Mastercard worth $269K as of Q2 2026.
  • Flywheel Private Wealth left its Mastercard share count unchanged in Q2 2026.
  • Mastercard made up 0.13% of Flywheel Private Wealth's portfolio in Q2 2026, its #90 holding.
  • Flywheel Private Wealth first reported a position in Mastercard in Q1 2026 and has held it in 2 quarters since.
  • 1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.