Paladin Advisory Group’s Mastercard MA Stock Holding History

Paladin Advisory Group’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	$842K	Hold	1,640	–	–	0.56%	38
2026 Q1	$819K	Hold	1,640	–	–	0.62%	37
2025 Q4	$936K	Sell	1,640 -68	-4%	-$38K	0.68%	35
2025 Q3	$972K	Sell	1,708 -971	-36%	-$558K	0.76%	32
2025 Q2	$1.51M	Hold	2,679	–	–	1.15%	30
2025 Q1	$1.47M	Hold	2,679	–	–	1.17%	30
2024 Q4	$1.41M	Hold	2,679	–	–	1.08%	32
2024 Q3	$1.32M	Hold	2,679	–	–	0.98%	32
2024 Q2	$1.17M	Hold	2,679	–	–	0.91%	35
2024 Q1	$1.28M	Sell	2,679 -159	-6%	-$72.7K	1.01%	32
2023 Q4	$1.21M	Sell	2,838 -150	-5%	-$60.3K	1%	33
2023 Q3	$1.18M	Hold	2,988	–	–	1%	36
2023 Q2	$1.18M	Hold	2,988	–	–	0.94%	36
2023 Q1	$1.09M	Buy	+2,988	New	+$1.09M	0.9%	36
2022 Q2	–	Sell	-3,143	Closed	-$1.08M	–	418
2022 Q1	$1.14M	Buy	+3,143	New	+$1.13M	0.93%	32

Other funds holding MA

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Paladin Advisory Group's MA Position: Q2 2026 in Review

Paladin Advisory Group held its Mastercard (MA) position steady in Q2 2026 at 1,640 shares worth $842K. The position accounts for 0.56% of the portfolio, ranked #38.

Paladin Advisory Group first reported a position in MA in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q2 2025. 1,589 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Paladin Advisory Group held 1,640 shares of Mastercard worth $842K as of Q2 2026.
Paladin Advisory Group left its Mastercard share count unchanged in Q2 2026.
Mastercard made up 0.56% of Paladin Advisory Group's portfolio in Q2 2026, its #38 holding.
Paladin Advisory Group first reported a position in Mastercard in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Mastercard position peaked at $1.51M in Q2 2025.
1,589 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.