Gratus Wealth Advisors’s Mastercard MA Stock Holding History

Gratus Wealth Advisors’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	$1.27M	Buy	2,474 +22	+0.9%	+$11K	0.16%	46
2026 Q1	$1.23M	Sell	2,452 -74	-3%	-$39K	0.18%	50
2025 Q4	$1.44M	Buy	2,526 +72	+3%	+$40.2K	0.2%	39
2025 Q3	$1.4M	Sell	2,454 -13	-0.5%	-$7.47K	0.2%	43
2025 Q2	$1.39M	Sell	2,467 -14	-0.6%	-$7.74K	0.21%	43
2025 Q1	$1.36M	Sell	2,481 -31	-1%	-$16.9K	0.22%	41
2024 Q4	$1.32M	Sell	2,512 -29	-1%	-$15K	0.21%	44
2024 Q3	$1.25M	Buy	2,541 +111	+5%	+$51.6K	0.2%	53
2024 Q2	$1.08M	Buy	2,430 +33	+1%	+$15K	0.19%	49
2024 Q1	$1.09M	Sell	2,397 -74	-3%	-$33.8K	0.2%	47
2023 Q4	$1.05M	Buy	+2,471	New	+$993K	0.21%	52

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Gratus Wealth Advisors's MA Position: Q2 2026 in Review

Gratus Wealth Advisors increased its Mastercard (MA) stake by 0.9% in Q2 2026, buying an estimated $11K and bringing the position to 2,474 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #46.

Gratus Wealth Advisors first reported a position in MA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q4 2025. 1,577 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Gratus Wealth Advisors held 2,474 shares of Mastercard worth $1.27M as of Q2 2026.
Gratus Wealth Advisors bought 22 Mastercard shares in Q2 2026, an estimated $11K.
Mastercard made up 0.16% of Gratus Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Gratus Wealth Advisors first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's Mastercard position peaked at $1.44M in Q4 2025.
1,577 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.