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Precedent Wealth Partners’s Mastercard MA Stock Holding History

Precedent Wealth Partners’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 		$313K Buy
610
+128
+27% +$63.8K 0.05% 172
2026
Q1 		$241K Buy
482
+1
+0.2% +$527 0.05% 159
2025
Q4 		$275K Buy
481
+26
+6% +$14.5K 0.06% 159
2025
Q3 		$259K Sell
455
-18
-4% -$10.3K 0.06% 155
2025
Q2 		$266K Sell
473
-53
-10% -$29.3K 0.07% 156
2025
Q1 		$288K Buy
+526
New +$286K 0.08% 139
2024
Q4 		– Sell
-475
Closed -$235K – 150
2024
Q3 		$235K Sell
475
-40
-8% -$18.6K 0.08% 140
2024
Q2 		$227K Buy
515
+4
+0.8% +$1.82K 0.09% 132
2024
Q1 		$246K Buy
511
+31
+6% +$14.2K 0.11% 125
2023
Q4 		$205K Buy
+480
New +$193K 0.1% 131

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

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

Precedent Wealth Partners increased its Mastercard (MA) stake by 27% in Q2 2026, buying an estimated $63.8K and bringing the position to 610 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #172.

Precedent Wealth Partners first reported a position in MA in Q4 2023 and has held it in 10 quarters since. 1,159 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Precedent Wealth Partners held 610 shares of Mastercard worth $313K as of Q2 2026.
  • Precedent Wealth Partners bought 128 Mastercard shares in Q2 2026, an estimated $63.8K.
  • Mastercard made up 0.05% of Precedent Wealth Partners's portfolio in Q2 2026, its #172 holding.
  • Precedent Wealth Partners first reported a position in Mastercard in Q4 2023 and has held it in 10 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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