Helen Stephens Group
MA icon

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
Q3 		$388K Buy
704
+150
+27% +$84.3K 0.06% 98
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 $32.7B AUM 3.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Helen Stephens Group's MA Position: Q3 2026 in Review

Helen Stephens Group increased its Mastercard (MA) stake by 27% in Q3 2026, buying an estimated $84.3K and bringing the position to 704 shares worth $388K. The position accounts for 0.06% of the portfolio, ranked #98.

Helen Stephens Group first reported a position in MA in Q4 2025 and has held it in 4 quarters since. 1,652 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Helen Stephens Group held 704 shares of Mastercard worth $388K as of Q3 2026.
  • Helen Stephens Group bought 150 Mastercard shares in Q3 2026, an estimated $84.3K.
  • Mastercard made up 0.06% of Helen Stephens Group's portfolio in Q3 2026, its #98 holding.
  • Helen Stephens Group first reported a position in Mastercard in Q4 2025 and has held it in 4 quarters since.
  • 1,652 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.