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Investment Research & Advisory Group’s Mastercard MA Stock Holding History

Investment Research & Advisory Group’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 		$7.08M Buy
13,750
+60
+0.4% +$29.9K 2.19% 10
2026
Q1 		$6.84M Sell
13,690
-24
-0.2% -$12.6K 2.39% 8
2025
Q4 		$7.84M Buy
13,714
+15
+0.1% +$8.38K 2.59% 9
2025
Q3 		$7.8M Buy
13,699
+202
+1% +$116K 2.64% 8
2025
Q2 		$7.58M Buy
13,497
+64
+0.5% +$35.4K 2.83% 6
2025
Q1 		$7.36M Sell
13,433
-45
-0.3% -$24.5K 3.08% 6
2024
Q4 		$7.1M Buy
13,478
+73
+0.5% +$37.8K 2.94% 7
2024
Q3 		$6.62M Sell
13,405
-127
-0.9% -$59.1K 2.79% 7
2024
Q2 		$5.97M Buy
13,532
+82
+0.6% +$37.4K 2.65% 7
2024
Q1 		$6.48M Buy
13,450
+121
+0.9% +$55.3K 2.98% 7
2023
Q4 		$5.69M Buy
13,329
+61
+0.5% +$24.5K 2.9% 6
2023
Q3 		$5.25M Sell
13,268
-3
-0% -$1.2K 2.98% 5
2023
Q2 		$5.22M Sell
13,271
-47
-0.4% -$17.6K 3.02% 6
2023
Q1 		$4.84M Sell
13,318
-59
-0.4% -$21.4K 3.11% 4
2022
Q4 		$4.65M Sell
13,377
-44
-0.3% -$14.5K 3.05% 4
2022
Q3 		$3.82M Buy
13,421
+82
+0.6% +$27.2K 2.86% 6
2022
Q2 		$4.21M Buy
13,339
+326
+3% +$112K 3.04% 6
2022
Q1 		$4.65M Buy
13,013
+175
+1% +$62.9K 2.91% 6
2021
Q4 		$4.61M Buy
12,838
+86
+0.7% +$29.7K 2.8% 6
2021
Q3 		$4.46M Sell
12,752
-4
-0% -$1.46K 2.93% 7
2021
Q2 		$4.66M Sell
12,756
-411
-3% -$153K 3.07% 7
2021
Q1 		$4.69M Sell
13,167
-560
-4% -$195K 3.44% 6
2020
Q4 		$4.9M Buy
13,727
+48
+0.4% +$16K 3.64% 6
2020
Q3 		$4.63M Buy
13,679
+6
+0% +$1.95K 3.84% 5
2020
Q2 		$4.03M Sell
13,673
-281
-2% -$79.2K 3.62% 5
2020
Q1 		$3.37M Sell
13,954
-122
-0.9% -$36.3K 3.13% 9
2019
Q4 		$4.2M Buy
+14,076
New +$3.97M 3.89% 4

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
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
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 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

Investment Research & Advisory Group's MA Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Mastercard (MA) stake by 0.44% in Q2 2026, buying an estimated $29.9K and bringing the position to 13,750 shares worth $7.08M. The position accounts for 2.19% of the portfolio, ranked #10.

Investment Research & Advisory Group first reported a position in MA in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.84M in Q4 2025. 1,422 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Investment Research & Advisory Group held 13,750 shares of Mastercard worth $7.08M as of Q2 2026.
  • Investment Research & Advisory Group bought 60 Mastercard shares in Q2 2026, an estimated $29.9K.
  • Mastercard made up 2.19% of Investment Research & Advisory Group's portfolio in Q2 2026, its #10 holding.
  • Investment Research & Advisory Group first reported a position in Mastercard in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's Mastercard position peaked at $7.84M in Q4 2025.
  • 1,422 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.