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Physician Wealth Advisors’s Mastercard MA Stock Holding History

Physician 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 		$686K Sell
1,336
-146
-10% -$72.8K 0.08% 97
2026
Q1 		$741K Sell
1,482
-17
-1% -$8.95K 0.1% 82
2025
Q4 		$856K Buy
1,499
+50
+3% +$28K 0.12% 74
2025
Q3 		$824K Buy
1,449
+91
+7% +$52.3K 0.12% 74
2025
Q2 		$763K Sell
1,358
-134
-9% -$74.1K 0.12% 78
2025
Q1 		$818K Sell
1,492
-59
-4% -$32.1K 0.14% 74
2024
Q4 		$817K Sell
1,551
-93
-6% -$48.1K 0.14% 74
2024
Q3 		$834K Sell
1,644
-151
-8% -$70.2K 0.15% 71
2024
Q2 		$796K Sell
1,795
-50
-3% -$22.8K 0.15% 74
2024
Q1 		$848K Sell
1,845
-3
-0.2% -$1.37K 0.18% 70
2023
Q4 		$813K Sell
1,848
-19
-1% -$7.63K 0.18% 69
2023
Q3 		$737K Sell
1,867
-38
-2% -$15.3K 0.19% 66
2023
Q2 		$751K Buy
1,905
+21
+1% +$7.88K 0.19% 63
2023
Q1 		$702K Buy
1,884
+1
+0.1% +$363 0.18% 64
2022
Q4 		$716K Sell
1,883
-400
-18% -$132K 0.19% 61
2022
Q3 		$695K Hold
2,283
– – 0.21% 60
2022
Q2 		$800K Buy
2,283
+296
+15% +$102K 0.23% 59
2022
Q1 		$732K Sell
1,987
-10
-0.5% -$3.6K 0.19% 65
2021
Q4 		$738K Sell
1,997
-5
-0.2% -$1.73K 0.19% 63
2021
Q3 		$713K Hold
2,002
– – 0.2% 67
2021
Q2 		$765K Sell
2,002
-98
-5% -$36.4K 0.22% 62
2021
Q1 		$773K Buy
2,100
+22
+1% +$7.68K 0.25% 57
2020
Q4 		$703K Buy
2,078
+66
+3% +$22K 0.24% 60
2020
Q3 		$584K Sell
2,012
-342
-15% -$111K 0.23% 57
2020
Q2 		$760K Sell
2,354
-59
-2% -$16.6K 0.31% 48
2020
Q1 		$620K Buy
2,413
+339
+16% +$101K 0.31% 49
2019
Q4 		$654K Sell
2,074
-33
-2% -$9.3K 0.29% 47
2019
Q3 		$606K Buy
+2,107
New +$581K 0.3% 51

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
Sumitomo Mitsui Trust Group
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Physician Wealth Advisors's MA Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Mastercard (MA) stake by 9.9% in Q2 2026, selling an estimated $72.8K and leaving 1,336 shares worth $686K. The position accounts for 0.08% of the portfolio, ranked #97.

Physician Wealth Advisors first reported a position in MA in Q3 2019 and has held it in 28 quarters since. The position peaked at $856K in Q4 2025. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Physician Wealth Advisors held 1,336 shares of Mastercard worth $686K as of Q2 2026.
  • Physician Wealth Advisors sold 146 Mastercard shares in Q2 2026, an estimated $72.8K.
  • Mastercard made up 0.08% of Physician Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Physician Wealth Advisors first reported a position in Mastercard in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Mastercard position peaked at $856K in Q4 2025.
  • 1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.