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SteelPeak Wealth’s Mastercard MA Stock Holding History

SteelPeak Wealth’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
2024
Q2 		– Hold
0
– -$96.3K – 579
2024
Q1 		– Hold
0
– – – 450
2023
Q4 		– Hold
0
– – – 336
2021
Q2 		– Sell
-500
Closed -$178K – 453
2021
Q1 		$178K Buy
+500
New +$174K 0.01% 359

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

SteelPeak Wealth's MA Position: Q2 2026 in Review

SteelPeak Wealth increased its Mastercard (MA) stake by 42% in Q2 2026, buying an estimated $2.95M and bringing the position to 19,913 shares worth $10.2M. The position accounts for 0.26% of the portfolio, ranked #81.

SteelPeak Wealth first reported a position in MA in Q4 2019 and has held it in 27 quarters since. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • SteelPeak Wealth held 19,913 shares of Mastercard worth $10.2M as of Q2 2026.
  • SteelPeak Wealth bought 5,910 Mastercard shares in Q2 2026, an estimated $2.95M.
  • Mastercard made up 0.26% of SteelPeak Wealth's portfolio in Q2 2026, its #81 holding.
  • SteelPeak Wealth first reported a position in Mastercard in Q4 2019 and has held it in 27 quarters since.
  • 1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.