RAM Investment Partners’s Mastercard MA Stock Holding History

RAM Investment 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	$544K	Sell	1,059 -13	-1%	-$6.48K	0.09%	65
2026 Q1	$535K	Buy	1,072 +320	+43%	+$169K	0.09%	65
2025 Q4	$429K	Sell	752 -420	-36%	-$235K	0.08%	66
2025 Q3	$666K	Buy	1,172 +45	+4%	+$25.8K	0.13%	52
2025 Q2	$633K	Buy	1,127 +94	+9%	+$52K	0.13%	49
2025 Q1	$566K	Buy	1,033 +50	+5%	+$27.2K	0.14%	47
2024 Q4	$517K	Buy	983 +9	+0.9%	+$4.66K	0.13%	49
2024 Q3	$481K	Buy	974 +27	+3%	+$12.6K	0.13%	51
2024 Q2	$418K	Sell	947 -145	-13%	-$66.1K	0.12%	51
2024 Q1	$526K	Buy	+1,092	New	+$499K	0.17%	40

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

RAM Investment Partners's MA Position: Q2 2026 in Review

RAM Investment Partners reduced its Mastercard (MA) stake by 1.2% in Q2 2026, selling an estimated $6.48K and leaving 1,059 shares worth $544K. The position accounts for 0.09% of the portfolio, ranked #65.

RAM Investment Partners first reported a position in MA in Q1 2024 and has held it in 10 quarters since. The position peaked at $666K in Q3 2025. 1,697 funds tracked by Wall St. Rank hold MA as of Q2 2026.

RAM Investment Partners held 1,059 shares of Mastercard worth $544K as of Q2 2026.
RAM Investment Partners sold 13 Mastercard shares in Q2 2026, an estimated $6.48K.
Mastercard made up 0.09% of RAM Investment Partners's portfolio in Q2 2026, its #65 holding.
RAM Investment Partners first reported a position in Mastercard in Q1 2024 and has held it in 10 quarters since.
RAM Investment Partners's Mastercard position peaked at $666K in Q3 2025.
1,697 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.