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Teamwork Financial Advisors’s Mastercard MA Stock Holding History

Teamwork Financial 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 		$204K Buy
+398
New +$198K 0.02% 194
2026
Q1 		– Sell
-382
Closed -$218K – 225
2025
Q4 		$218K Sell
382
-4
-1% -$2.24K 0.02% 189
2025
Q3 		$220K Buy
+386
New +$222K 0.02% 188
2024
Q2 		– Sell
-606
Closed -$292K – 173
2024
Q1 		$292K Sell
606
-99
-14% -$45.3K 0.05% 147
2023
Q4 		$301K Buy
705
+83
+13% +$33.3K 0.05% 143
2023
Q3 		$246K Buy
622
+23
+4% +$9.23K 0.04% 176
2023
Q2 		$236K Sell
599
-96
-14% -$36K 0.04% 176
2023
Q1 		$253K Buy
695
+32
+5% +$11.6K 0.05% 163
2022
Q4 		$231K Buy
+663
New +$218K 0.05% 175
2022
Q3 		– Sell
-1,350
Closed -$426K – 220
2022
Q2 		$426K Sell
1,350
-2,307
-63% -$795K 0.09% 149
2022
Q1 		$1.31M Sell
3,657
-4,850
-57% -$1.74M 0.24% 79
2021
Q4 		$3.06M Sell
8,507
-2,480
-23% -$858K 0.56% 29
2021
Q3 		$3.82M Buy
10,987
+487
+5% +$177K 0.76% 22
2021
Q2 		$3.83M Sell
10,500
-762
-7% -$283K 0.78% 20
2021
Q1 		$4.01M Sell
11,262
-1,039
-8% -$363K 0.94% 18
2020
Q4 		$4.39M Buy
12,301
+1,799
+17% +$598K 1.04% 13
2020
Q3 		$3.55M Buy
10,502
+1,396
+15% +$454K 1.1% 13
2020
Q2 		$2.69M Buy
9,106
+3,804
+72% +$1.07M 0.96% 20
2020
Q1 		$1.28M Buy
5,302
+3,410
+180% +$1.01M 0.79% 27
2019
Q4 		$565K Buy
+1,892
New +$533K 0.34% 65

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

Teamwork Financial Advisors's MA Position: Q2 2026 in Review

Teamwork Financial Advisors opened a new position in Mastercard (MA) in Q2 2026: 398 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #194 among its holdings. This is a return to the name: Teamwork Financial Advisors previously reported a position in MA as recently as Q4 2025.

Teamwork Financial Advisors first reported a position in MA in Q4 2019 and has held it in 20 quarters since. The position peaked at $4.39M in Q4 2020. 614 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Teamwork Financial Advisors held 398 shares of Mastercard worth $204K as of Q2 2026.
  • Mastercard was a new Teamwork Financial Advisors position in Q2 2026.
  • Mastercard made up 0.02% of Teamwork Financial Advisors's portfolio in Q2 2026, its #194 holding.
  • Teamwork Financial Advisors first reported a position in Mastercard in Q4 2019 and has held it in 20 quarters since.
  • Teamwork Financial Advisors's Mastercard position peaked at $4.39M in Q4 2020.
  • 614 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.