Pacific Capital Wealth Advisors’s Mastercard MA Stock Holding History

Pacific Capital Wealth Advisors’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	$277K	Sell	539 -5	-0.9%	-$2.49K	0.04%	77
2026 Q1	$272K	Buy	544 +23	+4%	+$12.1K	0.05%	75
2025 Q4	$297K	Sell	521 -47	-8%	-$26.3K	0.05%	66
2025 Q3	$323K	Buy	568 +72	+15%	+$41.3K	0.06%	61
2025 Q2	$280K	Sell	496 -44	-8%	-$24.3K	0.05%	68
2025 Q1	$296K	Hold	540	–	–	0.05%	65
2024 Q4	$284K	Sell	540 -12	-2%	-$6.21K	0.05%	65
2024 Q3	$273K	Buy	552 +56	+11%	+$26K	0.05%	63
2024 Q2	$219K	Buy	496 +47	+10%	+$21.4K	0.04%	68
2024 Q1	$216K	Hold	449	–	–	0.05%	61
2023 Q4	$192K	Buy	+449	New	+$180K	0.05%	64
2022 Q4	–	Sell	-1,093	Closed	-$311K	–	96
2022 Q3	$311K	Buy	+1,093	New	+$362K	0.08%	68
2020 Q4	–	Sell	-447	Closed	-$151K	–	140
2020 Q3	$151K	Buy	+447	New	+$145K	0.09%	69

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 Stockholm, Sweden $116B AUM 46.87% 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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Pacific Capital Wealth Advisors's MA Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Mastercard (MA) stake by 0.92% in Q2 2026, selling an estimated $2.49K and leaving 539 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #77.

Pacific Capital Wealth Advisors first reported a position in MA in Q3 2020 and has held it in 13 quarters since. The position peaked at $323K in Q3 2025. 707 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Pacific Capital Wealth Advisors held 539 shares of Mastercard worth $277K as of Q2 2026.
Pacific Capital Wealth Advisors sold 5 Mastercard shares in Q2 2026, an estimated $2.49K.
Mastercard made up 0.04% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Pacific Capital Wealth Advisors first reported a position in Mastercard in Q3 2020 and has held it in 13 quarters since.
Pacific Capital Wealth Advisors's Mastercard position peaked at $323K in Q3 2025.
707 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.