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IMPACTfolio’s Mastercard MA Stock Holding History

IMPACTfolio’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 		$218K Sell
425
-5
-1% -$2.49K 0.08% 36
2026
Q1 		$215K Hold
430
– – 0.09% 34
2025
Q4 		$245K Hold
430
– – 0.1% 31
2025
Q3 		$244K Hold
430
– – 0.11% 36
2025
Q2 		$241K Hold
430
– – 0.11% 29
2025
Q1 		$235K Hold
430
– – 0.12% 28
2024
Q4 		$226K Hold
430
– – 0.12% 37
2024
Q3 		$212K Buy
+430
New +$200K 0.11% 44
2024
Q2 		– Sell
-430
Closed -$207K – 44
2024
Q1 		$207K Buy
+430
New +$197K 0.13% 32

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

IMPACTfolio's MA Position: Q2 2026 in Review

IMPACTfolio reduced its Mastercard (MA) stake by 1.2% in Q2 2026, selling an estimated $2.49K and leaving 425 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #36.

IMPACTfolio first reported a position in MA in Q1 2024 and has held it in 9 quarters since. The position peaked at $245K in Q4 2025. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • IMPACTfolio held 425 shares of Mastercard worth $218K as of Q2 2026.
  • IMPACTfolio sold 5 Mastercard shares in Q2 2026, an estimated $2.49K.
  • Mastercard made up 0.08% of IMPACTfolio's portfolio in Q2 2026, its #36 holding.
  • IMPACTfolio first reported a position in Mastercard in Q1 2024 and has held it in 9 quarters since.
  • IMPACTfolio's Mastercard position peaked at $245K in Q4 2025.
  • 1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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