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Resonant Capital Advisors’s Mastercard MA Stock Holding History

Resonant Capital 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 		$4.45M Sell
8,657
-488
-5% -$243K 0.21% 81
2026
Q1 		$4.57M Buy
9,145
+852
+10% +$449K 0.24% 71
2025
Q4 		$4.73M Buy
8,293
+1,696
+26% +$948K 0.26% 66
2025
Q3 		$3.75M Sell
6,597
-296
-4% -$170K 0.22% 79
2025
Q2 		$3.87M Buy
6,893
+564
+9% +$312K 0.25% 77
2025
Q1 		$3.47M Buy
6,329
+378
+6% +$206K 0.24% 80
2024
Q4 		$3.13M Buy
5,951
+364
+7% +$188K 0.23% 83
2024
Q3 		$2.76M Buy
5,587
+412
+8% +$192K 0.2% 90
2024
Q2 		$2.28M Buy
5,175
+356
+7% +$162K 0.19% 95
2024
Q1 		$2.32M Buy
4,819
+311
+7% +$142K 0.2% 96
2023
Q4 		$1.92M Buy
4,508
+1,767
+64% +$710K 0.19% 107
2023
Q3 		$1.09M Buy
2,741
+1,140
+71% +$458K 0.12% 123
2023
Q2 		$630K Buy
1,601
+558
+53% +$209K 0.07% 157
2023
Q1 		$379K Buy
1,043
+148
+17% +$53.8K 0.04% 181
2022
Q4 		$311K Buy
+895
New +$295K 0.04% 206
2022
Q3 		– Sell
-647
Closed -$204K – 236
2022
Q2 		$204K Buy
+647
New +$223K 0.03% 228

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

Resonant Capital Advisors's MA Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Mastercard (MA) stake by 5.3% in Q2 2026, selling an estimated $243K and leaving 8,657 shares worth $4.45M. The position accounts for 0.21% of the portfolio, ranked #81.

Resonant Capital Advisors first reported a position in MA in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.73M in Q4 2025. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Resonant Capital Advisors held 8,657 shares of Mastercard worth $4.45M as of Q2 2026.
  • Resonant Capital Advisors sold 488 Mastercard shares in Q2 2026, an estimated $243K.
  • Mastercard made up 0.21% of Resonant Capital Advisors's portfolio in Q2 2026, its #81 holding.
  • Resonant Capital Advisors first reported a position in Mastercard in Q2 2022 and has held it in 16 quarters since.
  • Resonant Capital Advisors's Mastercard position peaked at $4.73M in Q4 2025.
  • 1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.