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Golden State Equity Partners’s Mastercard MA Stock Holding History

Golden State Equity Partners’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 		$3.08K Sell
6
-4,636
-100% -$2.31M 0.01% 276
2026
Q1 		$2.32M Buy
4,642
+2,202
+90% +$1.16M 0.18% 132
2025
Q4 		$1.39M Buy
2,440
+429
+21% +$240K 0.22% 102
2025
Q3 		$1.14M Buy
2,011
+26
+1% +$14.9K 0.19% 129
2025
Q2 		$1.12M Buy
1,985
+126
+7% +$69.7K 0.21% 117
2025
Q1 		$1.02M Sell
1,859
-250
-12% -$136K 0.2% 132
2024
Q4 		$1.11M Buy
2,109
+1,101
+109% +$570K 0.21% 119
2024
Q3 		$498K Sell
1,008
-1,753
-63% -$815K 0.26% 90
2024
Q2 		$1.22M Buy
+2,761
New +$1.26M 0.25% 98
2023
Q4 		$1.15M Buy
2,702
+182
+7% +$73.1K 0.28% 92
2023
Q3 		$998K Buy
2,520
+285
+13% +$114K 0.28% 95
2023
Q2 		$879K Buy
2,235
+1,169
+110% +$439K 0.25% 101
2023
Q1 		$387K Buy
+1,066
New +$387K 0.21% 120
2021
Q3 		– Sell
-1,983
Closed -$724K – 260
2021
Q2 		$724K Buy
1,983
+1,405
+243% +$522K 0.28% 92
2021
Q1 		$206K Sell
578
-94
-14% -$32.8K 0.12% 159
2020
Q4 		$240K Buy
+672
New +$224K 0.17% 141

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

Golden State Equity Partners's MA Position: Q2 2026 in Review

Golden State Equity Partners reduced its Mastercard (MA) stake by 100% in Q2 2026, selling an estimated $2.31M and leaving 6 shares worth $3.08K. The position accounts for 0.01% of the portfolio, ranked #276.

Golden State Equity Partners first reported a position in MA in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.32M in Q1 2026. 1,687 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Golden State Equity Partners held 6 shares of Mastercard worth $3.08K as of Q2 2026.
  • Golden State Equity Partners sold 4,636 Mastercard shares in Q2 2026, an estimated $2.31M.
  • Mastercard made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #276 holding.
  • Golden State Equity Partners first reported a position in Mastercard in Q4 2020 and has held it in 16 quarters since.
  • Golden State Equity Partners's Mastercard position peaked at $2.32M in Q1 2026.
  • 1,687 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.