Innova Wealth Partners’s Mastercard MA Stock Holding History

Innova Wealth Partners’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	$427K	Buy	831 +25	+3%	+$12.5K	0.17%	97
2026 Q1	$403K	Buy	806 +252	+45%	+$133K	0.19%	87
2025 Q4	$316K	Buy	554 +48	+9%	+$26.8K	0.16%	97
2025 Q3	$288K	Buy	506 +4	+0.8%	+$2.3K	0.16%	91
2025 Q2	$282K	Buy	502 +60	+14%	+$33.2K	0.17%	78
2025 Q1	$242K	Buy	442 +62	+16%	+$33.8K	0.15%	87
2024 Q4	$200K	Buy	+380	New	+$197K	0.13%	87

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Innova Wealth Partners's MA Position: Q2 2026 in Review

Innova Wealth Partners increased its Mastercard (MA) stake by 3.1% in Q2 2026, buying an estimated $12.5K and bringing the position to 831 shares worth $427K. The position accounts for 0.17% of the portfolio, ranked #97.

Innova Wealth Partners first reported a position in MA in Q4 2024 and has held it in 7 quarters since. 1,577 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Innova Wealth Partners held 831 shares of Mastercard worth $427K as of Q2 2026.
Innova Wealth Partners bought 25 Mastercard shares in Q2 2026, an estimated $12.5K.
Mastercard made up 0.17% of Innova Wealth Partners's portfolio in Q2 2026, its #97 holding.
Innova Wealth Partners first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
1,577 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.