Lugano Financial Advisors SA (LFA)’s Mastercard MA Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$221K	Buy	430 +12	+3%	+$5.98K	0.13%	77
2026 Q1	$209K	Hold	418	–	–	0.11%	77
2025 Q4	$238K	Buy	418 +54	+15%	+$30.2K	0.12%	74
2025 Q3	$207K	Hold	364	–	–	0.11%	78
2025 Q2	$204K	Buy	364 +67	+23%	+$37.1K	0.12%	77
2025 Q1	$163K	Sell	297 -103	-26%	-$56.1K	0.11%	78
2024 Q4	$211K	Buy	400 +40	+11%	+$20.7K	0.14%	68
2024 Q3	$178K	Buy	360 +82	+29%	+$38.1K	0.12%	79
2024 Q2	$123K	Buy	278 +214	+334%	+$97.5K	0.09%	91
2024 Q1	$30.8K	Hold	64	–	–	0.02%	139
2023 Q4	$27.3K	Buy	+64	New	+$25.7K	0.02%	130
2020 Q4	–	Sell	-18	Closed	-$6K	–	113
2020 Q3	$6K	Sell	18 -3,354	-99%	-$1.09M	0.01%	108
2020 Q2	$1.03M	Sell	3,372 -799	-19%	-$225K	1.09%	23
2020 Q1	$1.32M	Sell	4,171 -217	-5%	-$64.5K	1.19%	17
2019 Q4	$1.31M	Buy	+4,388	New	+$1.24M	0.96%	17
2019 Q2	$1.07M	Sell	4,036 -637	-14%	-$159K	0.66%	24
2019 Q1	$1.1M	Sell	4,673 -192	-4%	-$41.3K	0.66%	20
2018 Q4	$1.08M	Hold	4,865	–	–	0.75%	27
2018 Q3	$1.08M	Buy	+4,865	New	+$1.01M	0.75%	27

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s MA Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its Mastercard (MA) stake by 2.9% in Q2 2026, buying an estimated $5.98K and bringing the position to 430 shares worth $221K. The position accounts for 0.13% of the portfolio, ranked #77.

Lugano Financial Advisors SA (LFA) first reported a position in MA in Q3 2018 and has held it in 19 quarters since. The position peaked at $1.32M in Q1 2020. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 430 shares of Mastercard worth $221K as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 12 Mastercard shares in Q2 2026, an estimated $5.98K.
Mastercard made up 0.13% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #77 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Mastercard in Q3 2018 and has held it in 19 quarters since.
Lugano Financial Advisors SA (LFA)'s Mastercard position peaked at $1.32M in Q1 2020.
3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.