Viewpoint Investment Partners’s Mastercard MA Stock Holding History

Viewpoint Investment Partners’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	$689K	Hold	1,300	–	–	0.24%	55
2026 Q1	$669K	Sell	1,300 -25	-2%	-$13.2K	0.31%	51
2025 Q4	$756K	Hold	1,325	–	–	0.36%	32
2025 Q3	$745K	Hold	1,325	–	–	0.41%	30
2025 Q2	$745K	Buy	1,325 +925	+231%	+$512K	0.41%	30
2025 Q1	$219K	Buy	+400	New	+$218K	0.12%	33

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

Viewpoint Investment Partners's MA Position: Q2 2026 in Review

Viewpoint Investment Partners held its Mastercard (MA) position steady in Q2 2026 at 1,300 shares worth $689K. The position accounts for 0.24% of the portfolio, ranked #55.

Viewpoint Investment Partners first reported a position in MA in Q1 2025 and has held it in 6 quarters since. The position peaked at $756K in Q4 2025. 1,680 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Viewpoint Investment Partners held 1,300 shares of Mastercard worth $689K as of Q2 2026.
Viewpoint Investment Partners left its Mastercard share count unchanged in Q2 2026.
Mastercard made up 0.24% of Viewpoint Investment Partners's portfolio in Q2 2026, its #55 holding.
Viewpoint Investment Partners first reported a position in Mastercard in Q1 2025 and has held it in 6 quarters since.
Viewpoint Investment Partners's Mastercard position peaked at $756K in Q4 2025.
1,680 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.