McGlone Suttner Wealth Management’s Mastercard MA Stock Holding History

McGlone Suttner 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	$242K	Buy	470 +33	+8%	+$16.5K	0.03%	184
2026 Q1	$218K	Hold	437	–	–	0.03%	183
2025 Q4	$249K	Sell	437 -35	-7%	-$19.6K	0.03%	173
2025 Q3	$269K	Sell	472 -1	-0.2%	-$574	0.04%	174
2025 Q2	$266K	Buy	473 +18	+4%	+$9.95K	0.04%	163
2025 Q1	$250K	Buy	455 +33	+8%	+$18K	0.04%	163
2024 Q4	$222K	Buy	+422	New	+$218K	0.04%	164
2024 Q1	–	Sell	-305	Closed	-$130K	–	528
2023 Q4	$130K	Buy	+305	New	+$123K	0.03%	186

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

McGlone Suttner Wealth Management's MA Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Mastercard (MA) stake by 7.6% in Q2 2026, buying an estimated $16.5K and bringing the position to 470 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #184.

McGlone Suttner Wealth Management first reported a position in MA in Q4 2023 and has held it in 8 quarters since. The position peaked at $269K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold MA as of Q2 2026.

McGlone Suttner Wealth Management held 470 shares of Mastercard worth $242K as of Q2 2026.
McGlone Suttner Wealth Management bought 33 Mastercard shares in Q2 2026, an estimated $16.5K.
Mastercard made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #184 holding.
McGlone Suttner Wealth Management first reported a position in Mastercard in Q4 2023 and has held it in 8 quarters since.
McGlone Suttner Wealth Management's Mastercard position peaked at $269K in Q3 2025.
1,495 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.