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Latitude Advisors’s Mastercard MA Stock Holding History

Latitude 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 		$654K Sell
1,274
-166
-12% -$82.8K 0.26% 94
2026
Q1 		$719K Sell
1,440
-182
-11% -$95.9K 0.33% 80
2025
Q4 		$926K Buy
1,622
+12
+0.7% +$6.71K 0.41% 61
2025
Q3 		$916K Sell
1,610
-2
-0.1% -$1.15K 0.42% 59
2025
Q2 		$906K Buy
1,612
+3
+0.2% +$1.66K 0.46% 51
2025
Q1 		$882K Buy
1,609
+271
+20% +$148K 0.51% 48
2024
Q4 		$704K Sell
1,338
-26
-2% -$13.5K 0.4% 59
2024
Q3 		$673K Sell
1,364
-17
-1% -$7.91K 0.38% 66
2024
Q2 		$609K Sell
1,381
-7
-0.5% -$3.19K 0.37% 63
2024
Q1 		$669K Sell
1,388
-108
-7% -$49.4K 0.42% 52
2023
Q4 		$638K Hold
1,496
– – 0.45% 50
2023
Q3 		$592K Sell
1,496
-13
-0.9% -$5.22K 0.42% 52
2023
Q2 		$593K Sell
1,509
-13
-0.9% -$4.88K 0.41% 52
2023
Q1 		$553K Sell
1,522
-374
-20% -$136K 0.4% 52
2022
Q4 		$659K Sell
1,896
-239
-11% -$78.7K 0.49% 40
2022
Q3 		$607K Sell
2,135
-47
-2% -$15.6K 0.5% 36
2022
Q2 		$688K Sell
2,182
-5,548
-72% -$1.91M 0.63% 34
2022
Q1 		$2.76M Buy
7,730
+811
+12% +$292K 0.62% 26
2021
Q4 		$2.49M Buy
6,919
+151
+2% +$52.2K 0.69% 21
2021
Q3 		$2.35M Buy
6,768
+3,472
+105% +$1.26M 0.75% 21
2021
Q2 		$1.2M Sell
3,296
-93
-3% -$34.6K 0.89% 22
2021
Q1 		$1.21M Buy
3,389
+495
+17% +$173K 0.99% 21
2020
Q4 		$1.03M Buy
+2,894
New +$963K 0.92% 26

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Latitude Advisors's MA Position: Q2 2026 in Review

Latitude Advisors reduced its Mastercard (MA) stake by 12% in Q2 2026, selling an estimated $82.8K and leaving 1,274 shares worth $654K. The position accounts for 0.26% of the portfolio, ranked #94.

Latitude Advisors first reported a position in MA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.76M in Q1 2022. 1,591 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Latitude Advisors held 1,274 shares of Mastercard worth $654K as of Q2 2026.
  • Latitude Advisors sold 166 Mastercard shares in Q2 2026, an estimated $82.8K.
  • Mastercard made up 0.26% of Latitude Advisors's portfolio in Q2 2026, its #94 holding.
  • Latitude Advisors first reported a position in Mastercard in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's Mastercard position peaked at $2.76M in Q1 2022.
  • 1,591 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.