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MJT & Associates Financial Advisory’s Mastercard MA Stock Holding History

MJT & Associates Financial Advisory’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 		$22.6K Buy
44
+7
+19% +$3.49K 0.01% 122
2026
Q1 		$18.5K Hold
37
– – 0.01% 124
2025
Q4 		$21.1K Hold
37
– – 0.02% 121
2025
Q3 		$21K Buy
37
+9
+32% +$5.17K 0.02% 122
2025
Q2 		$15.7K Hold
28
– – 0.02% 170
2025
Q1 		$15.3K Buy
+28
New +$15.2K 0.01% 167

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
Robeco Institutional Asset Management
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
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
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

MJT & Associates Financial Advisory's MA Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its Mastercard (MA) stake by 19% in Q2 2026, buying an estimated $3.49K and bringing the position to 44 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #122.

MJT & Associates Financial Advisory first reported a position in MA in Q1 2025 and has held it in 6 quarters since. 1,128 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • MJT & Associates Financial Advisory held 44 shares of Mastercard worth $22.6K as of Q2 2026.
  • MJT & Associates Financial Advisory bought 7 Mastercard shares in Q2 2026, an estimated $3.49K.
  • Mastercard made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #122 holding.
  • MJT & Associates Financial Advisory first reported a position in Mastercard in Q1 2025 and has held it in 6 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.