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Grant Private Wealth Management’s Mastercard MA Stock Holding History

Grant Private 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 		$670K Buy
1,305
+204
+19% +$102K 0.28% 69
2026
Q1 		$550K Buy
1,101
+254
+30% +$134K 0.29% 71
2025
Q4 		$484K Sell
847
-17
-2% -$9.5K 0.29% 74
2025
Q3 		$492K Buy
+864
New +$496K 0.3% 71
2025
Q2 		– Sell
-764
Closed -$419K – 110
2025
Q1 		$419K Buy
764
+122
+19% +$66.4K 0.45% 60
2024
Q4 		$338K Buy
+642
New +$332K 0.36% 67

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

Grant Private Wealth Management's MA Position: Q2 2026 in Review

Grant Private Wealth Management increased its Mastercard (MA) stake by 19% in Q2 2026, buying an estimated $102K and bringing the position to 1,305 shares worth $670K. The position accounts for 0.28% of the portfolio, ranked #69.

Grant Private Wealth Management first reported a position in MA in Q4 2024 and has held it in 6 quarters since. 614 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Grant Private Wealth Management held 1,305 shares of Mastercard worth $670K as of Q2 2026.
  • Grant Private Wealth Management bought 204 Mastercard shares in Q2 2026, an estimated $102K.
  • Mastercard made up 0.28% of Grant Private Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Grant Private Wealth Management first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • 614 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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