Leslie Global Wealth’s Mastercard MA Stock Holding History

Leslie Global Wealth’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	$345K	Buy	672 +8	+1%	+$3.99K	0.13%	65
2026 Q1	$332K	Sell	664 -6	-0.9%	-$3.16K	0.17%	53
2025 Q4	$382K	Sell	670 -7	-1%	-$3.91K	0.17%	45
2025 Q3	$385K	Buy	677 +5	+0.7%	+$2.87K	0.18%	48
2025 Q2	$378K	Buy	672 +22	+3%	+$12.2K	0.2%	49
2025 Q1	$356K	Buy	650 +8	+1%	+$4.36K	0.17%	49
2024 Q4	$338K	Buy	642 +3	+0.5%	+$1.55K	0.16%	52
2024 Q3	$316K	Buy	639 +26	+4%	+$12.1K	0.15%	54
2024 Q2	$270K	Buy	+613	New	+$279K	0.16%	46

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

Leslie Global Wealth's MA Position: Q2 2026 in Review

Leslie Global Wealth increased its Mastercard (MA) stake by 1.2% in Q2 2026, buying an estimated $3.99K and bringing the position to 672 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #65.

Leslie Global Wealth first reported a position in MA in Q2 2024 and has held it in 9 quarters since. The position peaked at $385K in Q3 2025. 1,693 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Leslie Global Wealth held 672 shares of Mastercard worth $345K as of Q2 2026.
Leslie Global Wealth bought 8 Mastercard shares in Q2 2026, an estimated $3.99K.
Mastercard made up 0.13% of Leslie Global Wealth's portfolio in Q2 2026, its #65 holding.
Leslie Global Wealth first reported a position in Mastercard in Q2 2024 and has held it in 9 quarters since.
Leslie Global Wealth's Mastercard position peaked at $385K in Q3 2025.
1,693 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.