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Howard Wealth Management’s Mastercard MA Stock Holding History

Howard Wealth Management’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 		$961K Sell
1,871
-2
-0.1% -$997 0.36% 61
2026
Q1 		$936K Hold
1,873
– – 0.39% 60
2025
Q4 		$1.07M Sell
1,873
-70
-4% -$39.1K 0.47% 56
2025
Q3 		$1.11M Sell
1,943
-28
-1% -$16.1K 0.51% 58
2025
Q2 		$1.11M Hold
1,971
– – 0.56% 52
2025
Q1 		$1.08M Hold
1,971
– – 0.6% 46
2024
Q4 		$1.04M Sell
1,971
-5
-0.3% -$2.59K 0.56% 49
2024
Q3 		$976K Hold
1,976
– – 0.57% 50
2024
Q2 		$872K Hold
1,976
– – 0.69% 40
2024
Q1 		$952K Buy
1,976
+20
+1% +$9.14K 0.77% 34
2023
Q4 		$834K Hold
1,956
– – 0.7% 40
2023
Q3 		$774K Hold
1,956
– – 0.71% 39
2023
Q2 		$769K Sell
1,956
-36
-2% -$13.5K 0.67% 40
2023
Q1 		$724K Sell
1,992
-3
-0.2% -$1.09K 0.6% 46
2022
Q4 		$694K Hold
1,995
– – 0.57% 47
2022
Q3 		$567K Hold
1,995
– – 0.4% 57
2022
Q2 		$629K Hold
1,995
– – 0.67% 31
2022
Q1 		$712K Hold
1,995
– – 0.39% 59
2021
Q4 		$716K Sell
1,995
-4
-0.2% -$1.38K 0.38% 61
2021
Q3 		$695K Buy
1,999
+4
+0.2% +$1.46K 0.39% 65
2021
Q2 		$728K Buy
1,995
+1
+0.1% +$372 0.4% 64
2021
Q1 		$709K Buy
1,994
+10
+0.5% +$3.49K 0.41% 61
2020
Q4 		$708K Buy
1,984
+12
+0.6% +$3.99K 0.44% 57
2020
Q3 		$666K Sell
1,972
-9
-0.5% -$2.93K 0.47% 53
2020
Q2 		$585K Sell
1,981
-53
-3% -$14.9K 0.48% 54
2020
Q1 		$491K Buy
2,034
+52
+3% +$15.5K 0.52% 47
2019
Q4 		$591K Buy
+1,982
New +$559K 0.49% 49

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Howard Wealth Management's MA Position: Q2 2026 in Review

Howard Wealth Management reduced its Mastercard (MA) stake by 0.11% in Q2 2026, selling an estimated $997 and leaving 1,871 shares worth $961K. The position accounts for 0.36% of the portfolio, ranked #61.

Howard Wealth Management first reported a position in MA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.11M in Q2 2025. 1,260 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Howard Wealth Management held 1,871 shares of Mastercard worth $961K as of Q2 2026.
  • Howard Wealth Management sold 2 Mastercard shares in Q2 2026, an estimated $997.
  • Mastercard made up 0.36% of Howard Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Howard Wealth Management first reported a position in Mastercard in Q4 2019 and has held it in 27 quarters since.
  • Howard Wealth Management's Mastercard position peaked at $1.11M in Q2 2025.
  • 1,260 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.