Premier Path Wealth Partners’s Mastercard MA Stock Holding History

Premier Path 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	$3.24M	Sell	6,311 -363	-5%	-$181K	0.37%	67
2026 Q1	$3.33M	Buy	6,674 +1,072	+19%	+$565K	0.43%	48
2025 Q4	$3.2M	Buy	5,602 +426	+8%	+$238K	0.41%	54
2025 Q3	$2.94M	Buy	5,176 +100	+2%	+$57.4K	0.38%	59
2025 Q2	$2.85M	Buy	5,076 +368	+8%	+$204K	0.4%	55
2025 Q1	$2.58M	Buy	4,708 +122	+3%	+$66.4K	0.4%	58
2024 Q4	$2.41M	Buy	4,586 +59	+1%	+$30.5K	0.37%	59
2024 Q3	$2.24M	Sell	4,527 -7	-0.2%	-$3.25K	0.35%	66
2024 Q2	$2M	Sell	4,534 -26	-0.6%	-$11.8K	0.34%	70
2024 Q1	$2.2M	Sell	4,560 -100	-2%	-$45.7K	0.41%	62
2023 Q4	$1.99M	Buy	+4,660	New	+$1.87M	0.44%	49

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

Premier Path Wealth Partners's MA Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Mastercard (MA) stake by 5.4% in Q2 2026, selling an estimated $181K and leaving 6,311 shares worth $3.24M. The position accounts for 0.37% of the portfolio, ranked #67.

Premier Path Wealth Partners first reported a position in MA in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.33M in Q1 2026. 1,566 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Premier Path Wealth Partners held 6,311 shares of Mastercard worth $3.24M as of Q2 2026.
Premier Path Wealth Partners sold 363 Mastercard shares in Q2 2026, an estimated $181K.
Mastercard made up 0.37% of Premier Path Wealth Partners's portfolio in Q2 2026, its #67 holding.
Premier Path Wealth Partners first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Mastercard position peaked at $3.33M in Q1 2026.
1,566 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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