MWM
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Meadowbrook Wealth Management’s Mastercard MA Stock Holding History

Meadowbrook 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 		$643K Buy
1,230
+70
+6% +$34.9K 0.69% 33
2026
Q1 		$580K Hold
1,160
– – 0.77% 38
2025
Q4 		$662K Sell
1,160
-155
-12% -$86.6K 0.76% 34
2025
Q3 		$748K Buy
+1,315
New +$755K 0.78% 35

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Meadowbrook Wealth Management increased its Mastercard (MA) stake by 6% in Q2 2026, buying an estimated $34.9K and bringing the position to 1,230 shares worth $643K. The position accounts for 0.69% of the portfolio, ranked #33.

Meadowbrook Wealth Management first reported a position in MA in Q3 2025 and has held it in 4 quarters since. The position peaked at $748K in Q3 2025. 2,175 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Meadowbrook Wealth Management held 1,230 shares of Mastercard worth $643K as of Q2 2026.
  • Meadowbrook Wealth Management bought 70 Mastercard shares in Q2 2026, an estimated $34.9K.
  • Mastercard made up 0.69% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Meadowbrook Wealth Management first reported a position in Mastercard in Q3 2025 and has held it in 4 quarters since.
  • Meadowbrook Wealth Management's Mastercard position peaked at $748K in Q3 2025.
  • 2,175 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.