RIA
MA icon

Richwood Investment Advisors’s Mastercard MA Stock Holding History

Richwood Investment 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 		$2.05M Buy
3,985
+21
+0.5% +$10.5K 1.44% 10
2026
Q1 		$1.98M Buy
3,964
+48
+1% +$25.3K 1.53% 12
2025
Q4 		$2.15M Sell
3,916
-110
-3% -$61.5K 1.54% 11
2025
Q3 		$2.29M Sell
4,026
-61
-1% -$35K 1.79% 9
2025
Q2 		$2.3M Buy
4,087
+65
+2% +$35.9K 1.89% 9
2025
Q1 		$2.2M Sell
4,022
-15
-0.4% -$8.17K 1.87% 10
2024
Q4 		$2.13M Buy
4,037
+171
+4% +$88.5K 1.77% 10
2024
Q3 		$1.91M Sell
3,866
-46
-1% -$21.4K 1.58% 12
2024
Q2 		$1.73M Sell
3,912
-69
-2% -$31.4K 1.51% 11
2024
Q1 		$1.92M Sell
3,981
-62
-2% -$28.3K 1.7% 11
2023
Q4 		$1.72M Buy
4,043
+258
+7% +$104K 1.62% 11
2023
Q3 		$1.5M Buy
3,785
+4
+0.1% +$1.61K 1.53% 11
2023
Q2 		$1.49M Sell
3,781
-69
-2% -$25.9K 1.45% 14
2023
Q1 		$1.4M Buy
3,850
+16
+0.4% +$5.81K 1.4% 13
2022
Q4 		$1.33M Buy
3,834
+20
+0.5% +$6.58K 1.34% 15
2022
Q3 		$1.08M Buy
3,814
+97
+3% +$32.2K 1.19% 19
2022
Q2 		$1.17M Buy
3,717
+94
+3% +$32.4K 1.18% 19
2022
Q1 		$1.29M Hold
3,623
– – 1.16% 16
2021
Q4 		$1.3M Buy
+3,623
New +$1.25M 1.14% 15

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

Richwood Investment Advisors's MA Position: Q2 2026 in Review

Richwood Investment Advisors increased its Mastercard (MA) stake by 0.53% in Q2 2026, buying an estimated $10.5K and bringing the position to 3,985 shares worth $2.05M. The position accounts for 1.44% of the portfolio, ranked #10.

Richwood Investment Advisors first reported a position in MA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.3M in Q2 2025. 1,577 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Richwood Investment Advisors held 3,985 shares of Mastercard worth $2.05M as of Q2 2026.
  • Richwood Investment Advisors bought 21 Mastercard shares in Q2 2026, an estimated $10.5K.
  • Mastercard made up 1.44% of Richwood Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Richwood Investment Advisors first reported a position in Mastercard in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's Mastercard position peaked at $2.3M in Q2 2025.
  • 1,577 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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