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Independent Wealth Network’s Mastercard MA Stock Holding History

Independent Wealth Network’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 		$395K Sell
770
-4
-0.5% -$1.99K 0.1% 209
2026
Q1 		$387K Buy
774
+2
+0.3% +$1.05K 0.11% 196
2025
Q4 		$441K Buy
772
+21
+3% +$11.7K 0.13% 168
2025
Q3 		$427K Buy
751
+93
+14% +$53.4K 0.14% 170
2025
Q2 		$370K Buy
658
+30
+5% +$16.6K 0.13% 172
2025
Q1 		$344K Buy
628
+4
+0.6% +$2.18K 0.14% 166
2024
Q4 		$329K Buy
624
+32
+5% +$16.6K 0.13% 166
2024
Q3 		$292K Sell
592
-53
-8% -$24.6K 0.13% 172
2024
Q2 		$285K Sell
645
-12
-2% -$5.47K 0.13% 175
2024
Q1 		$316K Sell
657
-54
-8% -$24.7K 0.15% 164
2023
Q4 		$303K Buy
711
+4
+0.6% +$1.61K 0.16% 152
2023
Q3 		$280K Sell
707
-39
-5% -$15.7K 0.17% 147
2023
Q2 		$293K Buy
746
+2
+0.3% +$750 0.18% 150
2023
Q1 		$270K Buy
744
+87
+13% +$31.6K 0.17% 144
2022
Q4 		$228K Buy
+657
New +$216K 0.16% 157
2022
Q3 		– Sell
-746
Closed -$235K – 187
2022
Q2 		$235K Sell
746
-30
-4% -$10.3K 0.17% 149
2022
Q1 		$277K Sell
776
-13
-2% -$4.67K 0.18% 147
2021
Q4 		$284K Sell
789
-41
-5% -$14.2K 0.17% 142
2021
Q3 		$273K Buy
+830
New +$302K 0.18% 147

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
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

Independent Wealth Network's MA Position: Q2 2026 in Review

Independent Wealth Network reduced its Mastercard (MA) stake by 0.52% in Q2 2026, selling an estimated $1.99K and leaving 770 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #209.

Independent Wealth Network first reported a position in MA in Q3 2021 and has held it in 19 quarters since. The position peaked at $441K in Q4 2025. 1,159 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Independent Wealth Network held 770 shares of Mastercard worth $395K as of Q2 2026.
  • Independent Wealth Network sold 4 Mastercard shares in Q2 2026, an estimated $1.99K.
  • Mastercard made up 0.1% of Independent Wealth Network's portfolio in Q2 2026, its #209 holding.
  • Independent Wealth Network first reported a position in Mastercard in Q3 2021 and has held it in 19 quarters since.
  • Independent Wealth Network's Mastercard position peaked at $441K in Q4 2025.
  • 1,159 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.