Harper Investing
MA icon

Harper Investing’s Mastercard MA Stock Holding History

Harper Investing’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
Q3 		$3.04M Buy
5,512
+373
+7% +$210K 0.94% 36
2026
Q2 		$2.64M Buy
5,139
+702
+16% +$350K 0.89% 37
2026
Q1 		$2.22M Buy
4,437
+488
+12% +$257K 0.97% 33
2025
Q4 		$2.25M Buy
3,949
+449
+13% +$251K 0.97% 33
2025
Q3 		$1.99M Buy
3,500
+558
+19% +$320K 0.95% 35
2025
Q2 		$1.65M Sell
2,942
-30
-1% -$16.6K 0.92% 33
2025
Q1 		$1.63M Buy
2,972
+701
+31% +$382K 1.08% 24
2024
Q4 		$1.2M Sell
2,271
-332
-13% -$172K 0.88% 28
2024
Q3 		$1.29M Buy
2,603
+652
+33% +$303K 0.84% 30
2024
Q2 		$861K Buy
1,951
+1,151
+144% +$524K 0.85% 32
2024
Q1 		$385K Buy
+800
New +$366K 0.45% 29
2023
Q1 		– Sell
-1,384
Closed -$481K – 30
2022
Q4 		$481K Sell
1,384
-2,064
-60% -$679K 0.59% 23
2022
Q3 		$980K Buy
3,448
+158
+5% +$52.4K 1% 23
2022
Q2 		$1.04M Buy
3,290
+304
+10% +$105K 1.05% 22
2022
Q1 		$1.07M Buy
+2,986
New +$1.07M 0.99% 24

Other funds holding MA

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Harper Investing's MA Position: Q3 2026 in Review

Harper Investing increased its Mastercard (MA) stake by 7.3% in Q3 2026, buying an estimated $210K and bringing the position to 5,512 shares worth $3.04M. The position accounts for 0.94% of the portfolio, ranked #36.

Harper Investing first reported a position in MA in Q1 2022 and has held it in 15 quarters since. 1,216 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Harper Investing held 5,512 shares of Mastercard worth $3.04M as of Q3 2026.
  • Harper Investing bought 373 Mastercard shares in Q3 2026, an estimated $210K.
  • Mastercard made up 0.94% of Harper Investing's portfolio in Q3 2026, its #36 holding.
  • Harper Investing first reported a position in Mastercard in Q1 2022 and has held it in 15 quarters since.
  • 1,216 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.