KWA
MA icon

Kingswood Wealth Advisors’s Mastercard MA Stock Holding History

Kingswood Wealth 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 		$3.68M Buy
7,172
+68
+1% +$33.9K 0.15% 155
2026
Q1 		$3.55M Sell
7,104
-321
-4% -$169K 0.17% 145
2025
Q4 		$4.24M Buy
7,425
+882
+13% +$493K 0.2% 110
2025
Q3 		$3.72M Buy
6,543
+991
+18% +$569K 0.23% 110
2025
Q2 		$3.12M Sell
5,552
-72
-1% -$39.8K 0.25% 94
2025
Q1 		$3.08M Sell
5,624
-199
-3% -$108K 0.28% 85
2024
Q4 		$3.07M Sell
5,823
-4,389
-43% -$2.27M 0.23% 95
2024
Q3 		$5.04M Buy
10,212
+1,176
+13% +$547K 0.36% 62
2024
Q2 		$3.99M Buy
9,036
+503
+6% +$229K 0.36% 60
2024
Q1 		$4.11M Sell
8,533
-266
-3% -$122K 0.47% 37
2023
Q4 		$3.75M Buy
8,799
+5,593
+174% +$2.25M 0.43% 43
2023
Q3 		$3.3M Sell
3,206
-149
-4% -$59.8K 0.56% 39
2023
Q2 		$1.32M Buy
+3,355
New +$1.26M 0.42% 57

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kingswood Wealth Advisors's MA Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Mastercard (MA) stake by 0.96% in Q2 2026, buying an estimated $33.9K and bringing the position to 7,172 shares worth $3.68M. The position accounts for 0.15% of the portfolio, ranked #155.

Kingswood Wealth Advisors first reported a position in MA in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.04M in Q3 2024. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Kingswood Wealth Advisors held 7,172 shares of Mastercard worth $3.68M as of Q2 2026.
  • Kingswood Wealth Advisors bought 68 Mastercard shares in Q2 2026, an estimated $33.9K.
  • Mastercard made up 0.15% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Kingswood Wealth Advisors first reported a position in Mastercard in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Mastercard position peaked at $5.04M in Q3 2024.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.