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GK Wealth Management’s Mastercard MA Stock Holding History

GK Wealth 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 		– Sell
-495
Closed -$245K – 256
2026
Q1 		$245K Buy
+495
New +$261K 0.21% 46
2025
Q3 		– Sell
-588
Closed -$331K – 182
2025
Q2 		$331K Sell
588
-223
-27% -$123K 0.3% 88
2025
Q1 		$445K Sell
811
-229
-22% -$125K 0.51% 51
2024
Q4 		$548K Buy
+1,040
New +$538K 0.69% 36

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GK Wealth Management's MA Position: Q2 2026 in Review

GK Wealth Management sold out of Mastercard (MA) in Q2 2026, closing a stake of 495 shares — an estimated $245K sold.

GK Wealth Management first reported a position in MA in Q4 2024 and held it in 4 quarters. The position peaked at $548K in Q4 2024. 614 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • GK Wealth Management reported no remaining Mastercard position as of Q2 2026 after selling out during the quarter.
  • GK Wealth Management sold 495 Mastercard shares in Q2 2026, an estimated $245K.
  • GK Wealth Management first reported a position in Mastercard in Q4 2024 and held it in 4 quarters.
  • GK Wealth Management's Mastercard position peaked at $548K in Q4 2024.
  • 614 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.