LWM
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LongView Wealth Management’s Mastercard MA Stock Holding History

LongView Wealth 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 		– Sell
-396
Closed -$203K – 244
2026
Q1 		$203K Sell
396
-12
-3% -$6.32K 0.05% 243
2025
Q4 		$231K Sell
408
-19
-4% -$10.6K 0.06% 236
2025
Q3 		$243K Sell
427
-25
-6% -$14.4K 0.07% 206
2025
Q2 		$254K Hold
452
– – 0.08% 187
2025
Q1 		$248K Sell
452
-175
-28% -$95.3K 0.07% 182
2024
Q4 		$330K Sell
627
-23
-4% -$11.9K 0.1% 148
2024
Q3 		$321K Sell
650
-35
-5% -$16.3K 0.1% 157
2024
Q2 		$302K Sell
685
-10
-1% -$4.55K 0.11% 144
2024
Q1 		$335K Sell
695
-259
-27% -$118K 0.13% 134
2023
Q4 		$403K Buy
+954
New +$383K 0.18% 111

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LongView Wealth Management's MA Position: Q2 2026 in Review

LongView Wealth Management sold out of Mastercard (MA) in Q2 2026, closing a stake of 396 shares — an estimated $203K sold.

LongView Wealth Management first reported a position in MA in Q4 2023 and held it in 10 quarters. The position peaked at $403K in Q4 2023. 614 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • LongView Wealth Management reported no remaining Mastercard position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 396 Mastercard shares in Q2 2026, an estimated $203K.
  • LongView Wealth Management first reported a position in Mastercard in Q4 2023 and held it in 10 quarters.
  • LongView Wealth Management's Mastercard position peaked at $403K in Q4 2023.
  • 614 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.