Tulsa Wealth Advisors’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$288K Sell
561
-45
-7% -$22.4K 0.04% 139
2026
Q1
$303K Sell
606
-658
-52% -$347K 0.05% 128
2025
Q4
$722K Buy
+1,264
New +$707K 0.24% 60

Other funds holding MA

Tulsa Wealth Advisors's MA Position: Q2 2026 in Review

Tulsa Wealth Advisors reduced its Mastercard (MA) stake by 7.4% in Q2 2026, selling an estimated $22.4K and leaving 561 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #139.

Tulsa Wealth Advisors first reported a position in MA in Q4 2025 and has held it in 3 quarters since. The position peaked at $722K in Q4 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Tulsa Wealth Advisors held 561 shares of Mastercard worth $288K as of Q2 2026.
  • Tulsa Wealth Advisors sold 45 Mastercard shares in Q2 2026, an estimated $22.4K.
  • Mastercard made up 0.04% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Tulsa Wealth Advisors first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • Tulsa Wealth Advisors's Mastercard position peaked at $722K in Q4 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.