PWM
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Partners Wealth Management’s Mastercard MA Stock Holding History

Partners 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 		$241K Sell
469
-4
-0.8% -$1.99K 0.24% 89
2026
Q1 		$236K Buy
473
+1
+0.2% +$527 0.24% 94
2025
Q4 		$269K Sell
472
-50
-10% -$28K 0.28% 86
2025
Q3 		$297K Buy
522
+12
+2% +$6.89K 0.29% 93
2025
Q2 		$280K Hold
510
– – 0.32% 86
2025
Q1 		$280K Hold
510
– – 0.32% 86
2024
Q4 		$269K Buy
+510
New +$264K 0.31% 88

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Partners Wealth Management reduced its Mastercard (MA) stake by 0.85% in Q2 2026, selling an estimated $1.99K and leaving 469 shares worth $241K. The position accounts for 0.24% of the portfolio, ranked #89.

Partners Wealth Management first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $297K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Partners Wealth Management held 469 shares of Mastercard worth $241K as of Q2 2026.
  • Partners Wealth Management sold 4 Mastercard shares in Q2 2026, an estimated $1.99K.
  • Mastercard made up 0.24% of Partners Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Partners Wealth Management first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • Partners Wealth Management's Mastercard position peaked at $297K in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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