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Fulcrum Equity Management’s Mastercard MA Stock Holding History

Fulcrum Equity 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 		$203K Sell
396
-30
-7% -$15K 0.15% 139
2026
Q1 		$213K Sell
426
-39
-8% -$20.5K 0.21% 120
2025
Q4 		$265K Buy
+465
New +$260K 0.25% 92
2020
Q4 		– Sell
-5,054
Closed -$1.71M – 168
2020
Q3 		$1.71M Buy
5,054
+195
+4% +$63.4K 0.79% 38
2020
Q2 		$1.44M Buy
4,859
+1,976
+69% +$557K 0.68% 30
2020
Q1 		$696K Buy
+2,883
New +$857K 0.5% 7

Other funds holding MA

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
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
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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fulcrum Equity Management's MA Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Mastercard (MA) stake by 7% in Q2 2026, selling an estimated $15K and leaving 396 shares worth $203K. The position accounts for 0.15% of the portfolio, ranked #139.

Fulcrum Equity Management first reported a position in MA in Q1 2020 and has held it in 6 quarters since. The position peaked at $1.71M in Q3 2020. 1,260 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Fulcrum Equity Management held 396 shares of Mastercard worth $203K as of Q2 2026.
  • Fulcrum Equity Management sold 30 Mastercard shares in Q2 2026, an estimated $15K.
  • Mastercard made up 0.15% of Fulcrum Equity Management's portfolio in Q2 2026, its #139 holding.
  • Fulcrum Equity Management first reported a position in Mastercard in Q1 2020 and has held it in 6 quarters since.
  • Fulcrum Equity Management's Mastercard position peaked at $1.71M in Q3 2020.
  • 1,260 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.