Investment Planning Advisors’s Mastercard MA Stock Holding History

Investment Planning Advisors’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	$270K	Buy	+526	New	+$262K	0.06%	105

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Investment Planning Advisors's MA Position: Q2 2026 in Review

Investment Planning Advisors opened a new position in Mastercard (MA) in Q2 2026: 526 shares worth $270K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings.

1,026 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Investment Planning Advisors held 526 shares of Mastercard worth $270K as of Q2 2026.
Mastercard was a new Investment Planning Advisors position in Q2 2026.
Mastercard made up 0.06% of Investment Planning Advisors's portfolio in Q2 2026, its #105 holding.
1,026 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.