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Secured Retirement Advisors’s Mastercard MA Stock Holding History

Secured Retirement 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 		$904K Buy
1,761
+4
+0.2% +$1.99K 0.46% 85
2026
Q1 		$878K Sell
1,757
-1,942
-53% -$1.02M 0.5% 73
2025
Q4 		$2.11M Buy
3,699
+152
+4% +$85K 1.18% 23
2025
Q3 		$2.02M Sell
3,547
-1,110
-24% -$637K 1.13% 24
2025
Q2 		$2.62M Buy
4,657
+528
+13% +$292K 1.56% 11
2025
Q1 		$2.26M Buy
+4,129
New +$2.25M 1.46% 12

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

Secured Retirement Advisors's MA Position: Q2 2026 in Review

Secured Retirement Advisors increased its Mastercard (MA) stake by 0.23% in Q2 2026, buying an estimated $1.99K and bringing the position to 1,761 shares worth $904K. The position accounts for 0.46% of the portfolio, ranked #85.

Secured Retirement Advisors first reported a position in MA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.62M in Q2 2025. 811 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Secured Retirement Advisors held 1,761 shares of Mastercard worth $904K as of Q2 2026.
  • Secured Retirement Advisors bought 4 Mastercard shares in Q2 2026, an estimated $1.99K.
  • Mastercard made up 0.46% of Secured Retirement Advisors's portfolio in Q2 2026, its #85 holding.
  • Secured Retirement Advisors first reported a position in Mastercard in Q1 2025 and has held it in 6 quarters since.
  • Secured Retirement Advisors's Mastercard position peaked at $2.62M in Q2 2025.
  • 811 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.