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Robertson Stephens Wealth Management’s Mastercard MA Stock Holding History

Robertson Stephens Wealth Management’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 		$1.68M Buy
3,261
+149
+5% +$74.3K 0.04% 232
2026
Q1 		$1.55M Sell
3,112
-38
-1% -$20K 0.04% 237
2025
Q4 		$1.8M Sell
3,150
-201
-6% -$112K 0.05% 229
2025
Q3 		$1.91M Sell
3,351
-404
-11% -$232K 0.06% 188
2025
Q2 		$2.11M Buy
3,755
+1,470
+64% +$813K 0.07% 181
2025
Q1 		$1.25M Sell
2,285
-443
-16% -$241K 0.04% 238
2024
Q4 		$1.44M Sell
2,728
-1,473
-35% -$763K 0.05% 227
2024
Q3 		$2.07M Sell
4,201
-22
-0.5% -$10.2K 0.08% 192
2024
Q2 		$1.86M Buy
4,223
+566
+15% +$258K 0.09% 155
2024
Q1 		$1.76M Buy
3,657
+1,795
+96% +$821K 0.09% 170
2023
Q4 		$794K Sell
1,862
-705
-27% -$283K 0.05% 247
2023
Q3 		$1.02M Buy
2,567
+809
+46% +$325K 0.07% 206
2023
Q2 		$691K Sell
1,758
-26
-1% -$9.76K 0.05% 235
2023
Q1 		$648K Sell
1,784
-891
-33% -$324K 0.05% 259
2022
Q4 		$930K Sell
2,675
-69
-3% -$22.7K 0.09% 183
2022
Q3 		$780K Sell
2,744
-56
-2% -$18.6K 0.08% 178
2022
Q2 		$883K Buy
2,800
+21
+0.8% +$7.23K 0.08% 170
2022
Q1 		$993K Sell
2,779
-351
-11% -$126K 0.08% 181
2021
Q4 		$1.12M Buy
3,130
+702
+29% +$243K 0.09% 170
2021
Q3 		$844K Buy
2,428
+18
+0.7% +$6.54K 0.1% 142
2021
Q2 		$879K Sell
2,410
-125
-5% -$46.5K 0.11% 140
2021
Q1 		$902K Buy
2,535
+348
+16% +$121K 0.14% 110
2020
Q4 		$780K Sell
2,187
-1,392
-39% -$463K 0.16% 104
2020
Q3 		$1.21M Buy
3,579
+1,273
+55% +$414K 0.3% 63
2020
Q2 		$681K Buy
+2,306
New +$650K 0.2% 90

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

Robertson Stephens Wealth Management's MA Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Mastercard (MA) stake by 4.8% in Q2 2026, buying an estimated $74.3K and bringing the position to 3,261 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #232.

Robertson Stephens Wealth Management first reported a position in MA in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.11M in Q2 2025. 1,680 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Robertson Stephens Wealth Management held 3,261 shares of Mastercard worth $1.68M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 149 Mastercard shares in Q2 2026, an estimated $74.3K.
  • Mastercard made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Robertson Stephens Wealth Management first reported a position in Mastercard in Q2 2020 and has held it in 25 quarters since.
  • Robertson Stephens Wealth Management's Mastercard position peaked at $2.11M in Q2 2025.
  • 1,680 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.