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Helen Stephens Group’s Mastercard MA Stock Holding History

Helen Stephens Group’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 		$284K Buy
554
+22
+4% +$11K 0.05% 113
2026
Q1 		$266K Buy
532
+49
+10% +$25.8K 0.05% 103
2025
Q4 		$276K Buy
+483
New +$270K 0.06% 97

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

Helen Stephens Group's MA Position: Q2 2026 in Review

Helen Stephens Group increased its Mastercard (MA) stake by 4.1% in Q2 2026, buying an estimated $11K and bringing the position to 554 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #113.

Helen Stephens Group first reported a position in MA in Q4 2025 and has held it in 3 quarters since. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Helen Stephens Group held 554 shares of Mastercard worth $284K as of Q2 2026.
  • Helen Stephens Group bought 22 Mastercard shares in Q2 2026, an estimated $11K.
  • Mastercard made up 0.05% of Helen Stephens Group's portfolio in Q2 2026, its #113 holding.
  • Helen Stephens Group first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • 1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.