Fortune Financial Advisors’s Mastercard MA Stock Holding History

Fortune Financial Advisors’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	$3.83M	Buy	7,451 +749	+11%	+$373K	1.64%	14
2026 Q1	$3.35M	Buy	6,702 +127	+2%	+$66.9K	1.71%	14
2025 Q4	$3.75M	Buy	6,575 +25	+0.4%	+$14K	2.53%	7
2025 Q3	$3.73M	Buy	6,550 +132	+2%	+$75.8K	2.8%	7
2025 Q2	$3.61M	Buy	6,418 +104	+2%	+$57.5K	2.9%	5
2025 Q1	$3.46M	Buy	6,314 +65	+1%	+$35.4K	2.98%	5
2024 Q4	$3.29M	Buy	6,249 +25	+0.4%	+$12.9K	2.99%	6
2024 Q3	$3.07M	Sell	6,224 -1,438	-19%	-$669K	2.78%	7
2024 Q2	$3.38M	Sell	7,662 -58	-0.8%	-$26.4K	2.07%	9
2024 Q1	$3.72M	Sell	7,720 -133	-2%	-$60.8K	2.35%	6
2023 Q4	$3.35M	Buy	7,853 +339	+5%	+$136K	2.34%	6
2023 Q3	$2.98M	Sell	7,514 -80	-1%	-$32.1K	2.28%	8
2023 Q2	$2.99M	Buy	+7,594	New	+$2.85M	2.24%	8

Other funds holding MA

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

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

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 Carouge, Switzerland $105B AUM 38.07% 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

Fortune Financial Advisors's MA Position: Q2 2026 in Review

Fortune Financial Advisors increased its Mastercard (MA) stake by 11% in Q2 2026, buying an estimated $373K and bringing the position to 7,451 shares worth $3.83M. The position accounts for 1.64% of the portfolio, ranked #14.

Fortune Financial Advisors first reported a position in MA in Q2 2023 and has held it in 13 quarters since. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Fortune Financial Advisors held 7,451 shares of Mastercard worth $3.83M as of Q2 2026.
Fortune Financial Advisors bought 749 Mastercard shares in Q2 2026, an estimated $373K.
Mastercard made up 1.64% of Fortune Financial Advisors's portfolio in Q2 2026, its #14 holding.
Fortune Financial Advisors first reported a position in Mastercard in Q2 2023 and has held it in 13 quarters since.
1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.