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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
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

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
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 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
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
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Harper Investing's MA Position: Q2 2026 in Review

Harper Investing increased its Mastercard (MA) stake by 16% in Q2 2026, buying an estimated $350K and bringing the position to 5,139 shares worth $2.64M. The position accounts for 0.89% of the portfolio, ranked #37.

Harper Investing first reported a position in MA in Q1 2022 and has held it in 14 quarters since. 1,372 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Harper Investing held 5,139 shares of Mastercard worth $2.64M as of Q2 2026.
  • Harper Investing bought 702 Mastercard shares in Q2 2026, an estimated $350K.
  • Mastercard made up 0.89% of Harper Investing's portfolio in Q2 2026, its #37 holding.
  • Harper Investing first reported a position in Mastercard in Q1 2022 and has held it in 14 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.