Summit Wealth Group (Colorado)’s Mastercard MA Stock Holding History

Summit Wealth Group (Colorado)’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	$492K	Buy	958 +60	+7%	+$29.9K	0.04%	218
2026 Q1	$449K	Buy	898 +468	+109%	+$246K	0.05%	194
2025 Q4	$246K	Buy	+430	New	+$240K	0.03%	243

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Summit Wealth Group (Colorado)'s MA Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Mastercard (MA) stake by 6.7% in Q2 2026, buying an estimated $29.9K and bringing the position to 958 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #218.

Summit Wealth Group (Colorado) first reported a position in MA in Q4 2025 and has held it in 3 quarters since. 1,680 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Summit Wealth Group (Colorado) held 958 shares of Mastercard worth $492K as of Q2 2026.
Summit Wealth Group (Colorado) bought 60 Mastercard shares in Q2 2026, an estimated $29.9K.
Mastercard made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #218 holding.
Summit Wealth Group (Colorado) first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
1,680 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.