HPM
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Hoxton Planning & Management’s Mastercard MA Stock Holding History

Hoxton Planning & 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 		$849K Buy
1,654
+28
+2% +$14K 0.22% 77
2026
Q1 		$812K Sell
1,626
-41
-2% -$21.6K 0.24% 68
2025
Q4 		$952K Buy
1,667
+29
+2% +$16.2K 0.28% 63
2025
Q3 		$932K Sell
1,638
-42
-3% -$24.1K 0.3% 63
2025
Q2 		$944K Sell
1,680
-49
-3% -$27.1K 0.33% 61
2025
Q1 		$948K Buy
1,729
+69
+4% +$37.6K 0.36% 60
2024
Q4 		$874K Buy
1,660
+2
+0.1% +$1.03K 0.33% 61
2024
Q3 		$819K Buy
1,658
+32
+2% +$14.9K 0.32% 56
2024
Q2 		$717K Sell
1,626
-11
-0.7% -$5.01K 0.33% 55
2024
Q1 		$788K Buy
1,637
+22
+1% +$10.1K 0.38% 48
2023
Q4 		$689K Sell
1,615
-25
-2% -$10K 0.37% 49
2023
Q3 		$649K Sell
1,640
-87
-5% -$34.9K 0.42% 45
2023
Q2 		$679K Sell
1,727
-99
-5% -$37.1K 0.42% 42
2023
Q1 		$664K Sell
1,826
-47
-3% -$17.1K 0.37% 50
2022
Q4 		$651K Buy
+1,873
New +$617K 0.35% 58

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Hoxton Planning & Management's MA Position: Q2 2026 in Review

Hoxton Planning & Management increased its Mastercard (MA) stake by 1.7% in Q2 2026, buying an estimated $14K and bringing the position to 1,654 shares worth $849K. The position accounts for 0.22% of the portfolio, ranked #77.

Hoxton Planning & Management first reported a position in MA in Q4 2022 and has held it in 15 quarters since. The position peaked at $952K in Q4 2025. 736 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Hoxton Planning & Management held 1,654 shares of Mastercard worth $849K as of Q2 2026.
  • Hoxton Planning & Management bought 28 Mastercard shares in Q2 2026, an estimated $14K.
  • Mastercard made up 0.22% of Hoxton Planning & Management's portfolio in Q2 2026, its #77 holding.
  • Hoxton Planning & Management first reported a position in Mastercard in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's Mastercard position peaked at $952K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.