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Sax Wealth Advisors’s Mastercard MA Stock Holding History

Sax Wealth 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 		$2.4M Buy
4,794
+653
+16% +$326K 0.1% 136
2026
Q1 		$2.36M Sell
4,141
-377
-8% -$199K 0.11% 110
2025
Q4 		$2.58M Sell
4,518
-265
-6% -$148K 0.12% 105
2025
Q3 		$2.72M Buy
4,783
+275
+6% +$158K 0.15% 89
2025
Q2 		$2.53M Buy
4,508
+381
+9% +$211K 0.15% 84
2025
Q1 		$2.26M Buy
4,127
+2,263
+121% +$1.23M 0.16% 83
2024
Q4 		$982K Buy
1,864
+787
+73% +$407K 0.08% 125
2024
Q3 		$532K Buy
1,077
+40
+4% +$18.6K 0.05% 148
2024
Q2 		$457K Buy
+1,037
New +$472K 0.04% 154

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Sax Wealth Advisors's MA Position: Q2 2026 in Review

Sax Wealth Advisors increased its Mastercard (MA) stake by 16% in Q2 2026, buying an estimated $326K and bringing the position to 4,794 shares worth $2.4M. The position accounts for 0.1% of the portfolio, ranked #136.

Sax Wealth Advisors first reported a position in MA in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.72M in Q3 2025. 811 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Sax Wealth Advisors held 4,794 shares of Mastercard worth $2.4M as of Q2 2026.
  • Sax Wealth Advisors bought 653 Mastercard shares in Q2 2026, an estimated $326K.
  • Mastercard made up 0.1% of Sax Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • Sax Wealth Advisors first reported a position in Mastercard in Q2 2024 and has held it in 9 quarters since.
  • Sax Wealth Advisors's Mastercard position peaked at $2.72M in Q3 2025.
  • 811 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.