Kingsview Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.72M | Sell |
15,025
-83,095
| -85% | -$41.4M | 0.09% | 203 |
|
|
2026
Q1 | $49M | Buy |
98,120
+1,313
| +1% | +$692K | 0.67% | 28 |
|
|
2025
Q4 | $55.3M | Buy |
96,807
+7,972
| +9% | +$4.46M | 0.8% | 24 |
|
|
2025
Q3 | $50.5M | Buy |
88,835
+8,382
| +10% | +$4.81M | 0.77% | 28 |
|
|
2025
Q2 | $45.2M | Sell |
80,453
-4,735
| -6% | -$2.62M | 0.77% | 27 |
|
|
2025
Q1 | $46.7M | Buy |
85,188
+9,006
| +12% | +$4.9M | 0.88% | 24 |
|
|
2024
Q4 | $40.1M | Buy |
76,182
+7,223
| +10% | +$3.74M | 0.78% | 26 |
|
|
2024
Q3 | $34.1M | Buy |
68,959
+6,732
| +11% | +$3.13M | 0.72% | 30 |
|
|
2024
Q2 | $27.5M | Buy |
62,227
+5,954
| +11% | +$2.71M | 0.65% | 29 |
|
|
2024
Q1 | $27.1M | Buy |
56,273
+4,222
| +8% | +$1.93M | 0.68% | 29 |
|
|
2023
Q4 | $22.2M | Buy |
52,051
+11,624
| +29% | +$4.67M | 0.66% | 27 |
|
|
2023
Q3 | $16M | Buy |
40,427
+3,061
| +8% | +$1.23M | 0.58% | 30 |
|
|
2023
Q2 | $14.7M | Buy |
37,366
+2,503
| +7% | +$939K | 0.58% | 30 |
|
|
2023
Q1 | $12.7M | Buy |
34,863
+2,328
| +7% | +$846K | 0.53% | 36 |
|
|
2022
Q4 | $11.3M | Buy |
32,535
+759
| +2% | +$250K | 0.49% | 41 |
|
|
2022
Q3 | $9.04M | Buy |
31,776
+2,572
| +9% | +$853K | 0.43% | 52 |
|
|
2022
Q2 | $9.21M | Buy |
29,204
+15,599
| +115% | +$5.37M | 0.44% | 47 |
|
|
2022
Q1 | $4.86M | Buy |
13,605
+193
| +1% | +$69.4K | 0.21% | 111 |
|
|
2021
Q4 | $4.82M | Sell |
13,412
-227
| -2% | -$78.5K | 0.2% | 113 |
|
|
2021
Q3 | $4.74M | Buy |
13,639
+108
| +0.8% | +$39.3K | 0.22% | 100 |
|
|
2021
Q2 | $5.02M | Buy |
13,531
+1,757
| +15% | +$653K | 0.25% | 86 |
|
|
2021
Q1 | $4.28M | Buy |
11,774
+4,011
| +52% | +$1.4M | 0.24% | 94 |
|
|
2020
Q4 | $2.77M | Buy |
7,763
+718
| +10% | +$239K | 0.2% | 116 |
|
|
2020
Q3 | $2.38M | Buy |
7,045
+32
| +0.5% | +$10.4K | 0.21% | 116 |
|
|
2020
Q2 | $2.07M | Sell |
7,013
-38
| -0.5% | -$10.7K | 0.21% | 123 |
|
|
2020
Q1 | $1.7M | Sell |
7,051
-13,954
| -66% | -$4.15M | 0.23% | 115 |
|
|
2019
Q4 | $6.27M | Buy |
21,005
+16,270
| +344% | +$4.59M | 0.79% | 23 |
|
|
2019
Q3 | $1.29M | Buy |
4,735
+165
| +4% | +$45.5K | 0.2% | 139 |
|
|
2019
Q2 | $1.21M | Sell |
4,570
-1,484
| -25% | -$371K | 0.2% | 132 |
|
|
2019
Q1 | $1.43M | Buy |
+6,054
| New | +$1.3M | 0.22% | 129 |
|
|
2018
Q4 | – | Sell |
-948
| Closed | -$211K | – | 417 |
|
|
2018
Q3 | $211K | Buy |
+948
| New | +$198K | 0.04% | 331 |
|
Other funds holding MA
Kingsview Wealth Management's MA Position: Q2 2026 in Review
Kingsview Wealth Management reduced its Mastercard (MA) stake by 85% in Q2 2026, selling an estimated $41.4M and leaving 15,025 shares worth $7.72M. The position accounts for 0.09% of the portfolio, ranked #203.
Kingsview Wealth Management first reported a position in MA in Q3 2018 and has held it in 31 quarters since. The position peaked at $55.3M in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.
- Kingsview Wealth Management held 15,025 shares of Mastercard worth $7.72M as of Q2 2026.
- Kingsview Wealth Management sold 83,095 Mastercard shares in Q2 2026, an estimated $41.4M.
- Mastercard made up 0.09% of Kingsview Wealth Management's portfolio in Q2 2026, its #203 holding.
- Kingsview Wealth Management first reported a position in Mastercard in Q3 2018 and has held it in 31 quarters since.
- Kingsview Wealth Management's Mastercard position peaked at $55.3M in Q4 2025.
- 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.