Frank Rimerman Advisors’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.43M Sell
10,571
-2,997
-22% -$1.49M 0.31% 52
2026
Q1
$6.78M Buy
13,568
+36
+0.3% +$19K 0.44% 34
2025
Q4
$7.73M Buy
13,532
+12
+0.1% +$6.71K 0.49% 24
2025
Q3
$7.69M Sell
13,520
-64
-0.5% -$36.8K 0.49% 24
2025
Q2
$7.63M Buy
13,584
+176
+1% +$97.3K 0.51% 23
2025
Q1
$7.35M Buy
13,408
+224
+2% +$122K 0.58% 24
2024
Q4
$6.94M Buy
13,184
+150
+1% +$77.7K 0.5% 26
2024
Q3
$6.44M Buy
13,034
+2,024
+18% +$941K 0.46% 29
2024
Q2
$4.86M Buy
11,010
+10,923
+12,555% +$4.98M 0.34% 39
2024
Q1
$41.9K Hold
87
0.01% 131
2023
Q4
$37.1K Buy
+87
New +$35K 0.01% 129

Other funds holding MA

Frank Rimerman Advisors's MA Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Mastercard (MA) stake by 22% in Q2 2026, selling an estimated $1.49M and leaving 10,571 shares worth $5.43M. The position accounts for 0.31% of the portfolio, ranked #52.

Frank Rimerman Advisors first reported a position in MA in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.73M in Q4 2025. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Frank Rimerman Advisors held 10,571 shares of Mastercard worth $5.43M as of Q2 2026.
  • Frank Rimerman Advisors sold 2,997 Mastercard shares in Q2 2026, an estimated $1.49M.
  • Mastercard made up 0.31% of Frank Rimerman Advisors's portfolio in Q2 2026, its #52 holding.
  • Frank Rimerman Advisors first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
  • Frank Rimerman Advisors's Mastercard position peaked at $7.73M in Q4 2025.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.