IW
MA icon

Instrumental Wealth’s Mastercard MA Stock Holding History

Instrumental Wealth’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 		$251K Sell
488
-15
-3% -$7.48K 0.13% 70
2026
Q1 		$251K Buy
+503
New +$265K 0.15% 57
2025
Q4 		– Sell
-458
Closed -$254K – 77
2025
Q3 		$254K Buy
458
+31
+7% +$17.8K 0.18% 57
2025
Q2 		$235K Buy
427
+1
+0.2% +$553 0.19% 49
2025
Q1 		$227K Buy
426
+41
+11% +$22.3K 0.21% 48
2024
Q4 		$215K Buy
+385
New +$199K 0.2% 48

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

Instrumental Wealth's MA Position: Q2 2026 in Review

Instrumental Wealth reduced its Mastercard (MA) stake by 3% in Q2 2026, selling an estimated $7.48K and leaving 488 shares worth $251K. The position accounts for 0.13% of the portfolio, ranked #70.

Instrumental Wealth first reported a position in MA in Q4 2024 and has held it in 6 quarters since. The position peaked at $254K in Q3 2025. 1,189 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Instrumental Wealth held 488 shares of Mastercard worth $251K as of Q2 2026.
  • Instrumental Wealth sold 15 Mastercard shares in Q2 2026, an estimated $7.48K.
  • Mastercard made up 0.13% of Instrumental Wealth's portfolio in Q2 2026, its #70 holding.
  • Instrumental Wealth first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • Instrumental Wealth's Mastercard position peaked at $254K in Q3 2025.
  • 1,189 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.