Lazari Capital Management’s Mastercard MA Stock Holding History

Lazari Capital Management’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	$856K	Sell	1,667 -87	-5%	-$43.4K	0.26%	69
2026 Q1	$876K	Sell	1,754 -14	-0.8%	-$7.37K	0.3%	59
2025 Q4	$1.01M	Sell	1,768 -19	-1%	-$10.6K	0.34%	52
2025 Q3	$1.02M	Sell	1,787 -5	-0.3%	-$2.87K	0.34%	50
2025 Q2	$1.01M	Sell	1,792 -45	-2%	-$24.9K	0.38%	44
2025 Q1	$1.01M	Sell	1,837 -47	-2%	-$25.6K	0.41%	47
2024 Q4	$992K	Buy	1,884 +20	+1%	+$10.4K	0.4%	39
2024 Q3	$920K	Sell	1,864 -33	-2%	-$15.3K	0.39%	47
2024 Q2	$837K	Buy	1,897 +160	+9%	+$72.9K	0.38%	47
2024 Q1	$836K	Sell	1,737 -75	-4%	-$34.3K	0.45%	36
2023 Q4	$773K	Sell	1,812 -65	-3%	-$26.1K	0.44%	37
2023 Q3	$743K	Hold	1,877	–	–	0.44%	39
2023 Q2	$738K	Buy	+1,877	New	+$704K	0.42%	41

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

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

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Lazari Capital Management's MA Position: Q2 2026 in Review

Lazari Capital Management reduced its Mastercard (MA) stake by 5% in Q2 2026, selling an estimated $43.4K and leaving 1,667 shares worth $856K. The position accounts for 0.26% of the portfolio, ranked #69.

Lazari Capital Management first reported a position in MA in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q3 2025. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Lazari Capital Management held 1,667 shares of Mastercard worth $856K as of Q2 2026.
Lazari Capital Management sold 87 Mastercard shares in Q2 2026, an estimated $43.4K.
Mastercard made up 0.26% of Lazari Capital Management's portfolio in Q2 2026, its #69 holding.
Lazari Capital Management first reported a position in Mastercard in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Mastercard position peaked at $1.02M in Q3 2025.
1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.