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Summit Financial Wealth Advisors’s Mastercard MA Stock Holding History

Summit Financial 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 		$654K Buy
1,274
+105
+9% +$52.4K 0.08% 106
2026
Q1 		$584K Sell
1,169
-7
-0.6% -$3.69K 0.08% 102
2025
Q4 		$671K Sell
1,176
-83
-7% -$46.4K 0.1% 90
2025
Q3 		$722K Buy
1,259
+145
+13% +$83.3K 0.11% 84
2025
Q2 		$626K Buy
1,114
+238
+27% +$132K 0.11% 87
2025
Q1 		$480K Buy
876
+4
+0.5% +$2.18K 0.1% 91
2024
Q4 		$492K Hold
872
– – 0.1% 94
2024
Q3 		$431K Hold
872
– – 0.08% 96
2024
Q2 		$385K Hold
872
– – 0.08% 94
2024
Q1 		$420K Hold
872
– – 0.09% 90
2023
Q4 		$372K Sell
872
-395
-31% -$159K 0.08% 92
2023
Q3 		$493K Buy
1,267
+279
+28% +$112K 0.12% 72
2023
Q2 		$389K Hold
988
– – 0.09% 87
2023
Q1 		$359K Hold
988
– – 0.09% 96
2022
Q4 		$344K Hold
988
– – 0.08% 100
2022
Q3 		$316K Sell
988
-166
-14% -$55K 0.09% 94
2022
Q2 		$397K Sell
1,154
-132
-10% -$45.5K 0.09% 90
2022
Q1 		$460K Buy
1,286
+8
+0.6% +$2.88K 0.09% 85
2021
Q4 		$480K Sell
1,278
-14
-1% -$4.84K 0.09% 88
2021
Q3 		$449K Sell
1,292
-99
-7% -$36K 0.1% 86
2021
Q2 		$508K Hold
1,391
– – 0.11% 80
2021
Q1 		$497K Sell
1,391
-99
-7% -$34.5K 0.13% 71
2020
Q4 		$504K Buy
1,490
+99
+7% +$32.9K 0.14% 66
2020
Q3 		$403K Sell
1,391
-146
-9% -$47.5K 0.11% 80
2020
Q2 		$461K Hold
1,537
– – 0.12% 76
2020
Q1 		$409K Sell
1,537
-200
-12% -$59.5K 0.13% 81
2019
Q4 		$548K Sell
1,737
-86
-5% -$24.2K 0.13% 83
2019
Q3 		$503K Sell
1,823
-695
-28% -$192K 0.12% 92
2019
Q2 		$666K Buy
2,518
+470
+23% +$118K 0.16% 90
2019
Q1 		$489K Hold
2,048
– – 0.13% 87
2018
Q4 		$386K Buy
2,048
+792
+63% +$157K 0.13% 88
2018
Q3 		$251K Sell
1,256
-555
-31% -$116K 0.08% 119
2018
Q2 		$317K Hold
1,811
– – 0.11% 101
2018
Q1 		$317K Buy
1,811
+134
+8% +$22.9K 0.1% 104
2017
Q4 		$254K Sell
1,677
-171
-9% -$25.4K 0.09% 117
2017
Q3 		$261K Sell
1,848
-21
-1% -$2.78K 0.09% 117
2017
Q2 		$227K Buy
1,869
+90
+5% +$10.7K 0.09% 134
2017
Q1 		$200K Buy
+1,779
New +$195K 0.09% 135
2016
Q2 		– Sell
-2,607
Closed -$246K – 152
2016
Q1 		$246K Hold
2,607
– – 0.11% 117
2015
Q4 		$254K Buy
+2,607
New +$255K 0.12% 107

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summit Financial Wealth Advisors's MA Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Mastercard (MA) stake by 9% in Q2 2026, buying an estimated $52.4K and bringing the position to 1,274 shares worth $654K. The position accounts for 0.08% of the portfolio, ranked #106.

Summit Financial Wealth Advisors first reported a position in MA in Q4 2015 and has held it in 40 quarters since. The position peaked at $722K in Q3 2025. 614 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Summit Financial Wealth Advisors held 1,274 shares of Mastercard worth $654K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 105 Mastercard shares in Q2 2026, an estimated $52.4K.
  • Mastercard made up 0.08% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Summit Financial Wealth Advisors first reported a position in Mastercard in Q4 2015 and has held it in 40 quarters since.
  • Summit Financial Wealth Advisors's Mastercard position peaked at $722K in Q3 2025.
  • 614 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.