Wealth Architects’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 | $674K | Buy |
1,312
+30
| +2% | +$15K | 0.05% | 131 |
|
|
2026
Q1 | $641K | Sell |
1,282
-17
| -1% | -$8.95K | 0.06% | 126 |
|
|
2025
Q4 | $742K | Sell |
1,299
-79
| -6% | -$44.2K | 0.07% | 121 |
|
|
2025
Q3 | $784K | Sell |
1,378
-2
| -0.1% | -$1.15K | 0.07% | 116 |
|
|
2025
Q2 | $776K | Sell |
1,380
-42
| -3% | -$23.2K | 0.08% | 114 |
|
|
2025
Q1 | $779K | Buy |
1,422
+32
| +2% | +$17.4K | 0.09% | 109 |
|
|
2024
Q4 | $732K | Sell |
1,390
-127
| -8% | -$65.7K | 0.08% | 99 |
|
|
2024
Q3 | $749K | Buy |
1,517
+39
| +3% | +$18.1K | 0.08% | 97 |
|
|
2024
Q2 | $652K | Buy |
1,478
+6
| +0.4% | +$2.73K | 0.08% | 104 |
|
|
2024
Q1 | $709K | Sell |
1,472
-80
| -5% | -$36.6K | 0.09% | 99 |
|
|
2023
Q4 | $662K | Buy |
1,552
+69
| +5% | +$27.7K | 0.09% | 96 |
|
|
2023
Q3 | $587K | Sell |
1,483
-3
| -0.2% | -$1.2K | 0.1% | 95 |
|
|
2023
Q2 | $584K | Sell |
1,486
-48
| -3% | -$18K | 0.1% | 95 |
|
|
2023
Q1 | $557K | Buy |
1,534
+38
| +3% | +$13.8K | 0.1% | 93 |
|
|
2022
Q4 | $520K | Buy |
1,496
+13
| +0.9% | +$4.28K | 0.1% | 95 |
|
|
2022
Q3 | $422K | Sell |
1,483
-60
| -4% | -$19.9K | 0.09% | 105 |
|
|
2022
Q2 | $487K | Sell |
1,543
-297
| -16% | -$102K | 0.1% | 104 |
|
|
2022
Q1 | $658K | Buy |
1,840
+118
| +7% | +$42.4K | 0.11% | 86 |
|
|
2021
Q4 | $619K | Buy |
1,722
+34
| +2% | +$11.8K | 0.11% | 92 |
|
|
2021
Q3 | $587K | Buy |
1,688
+40
| +2% | +$14.5K | 0.11% | 84 |
|
|
2021
Q2 | $602K | Buy |
1,648
+264
| +19% | +$98.2K | 0.12% | 76 |
|
|
2021
Q1 | $493K | Sell |
1,384
-8
| -0.6% | -$2.79K | 0.11% | 86 |
|
|
2020
Q4 | $497K | Sell |
1,392
-102
| -7% | -$33.9K | 0.12% | 77 |
|
|
2020
Q3 | $505K | Sell |
1,494
-19
| -1% | -$6.18K | 0.14% | 70 |
|
|
2020
Q2 | $447K | Sell |
1,513
-143
| -9% | -$40.3K | 0.13% | 75 |
|
|
2020
Q1 | $400K | Buy |
1,656
+28
| +2% | +$8.32K | 0.14% | 76 |
|
|
2019
Q4 | $486K | Buy |
1,628
+27
| +2% | +$7.61K | 0.14% | 66 |
|
|
2019
Q3 | $435K | Sell |
1,601
-139
| -8% | -$38.3K | 0.13% | 67 |
|
|
2019
Q2 | $460K | Buy |
1,740
+136
| +8% | +$34K | 0.14% | 65 |
|
|
2019
Q1 | $378K | Sell |
1,604
-23
| -1% | -$4.95K | 0.12% | 75 |
|
|
2018
Q4 | $307K | Sell |
1,627
-42
| -3% | -$8.34K | 0.11% | 85 |
|
|
2018
Q3 | $372K | Sell |
1,669
-17
| -1% | -$3.55K | 0.11% | 80 |
|
|
2018
Q2 | $331K | Sell |
1,686
-5
| -0.3% | -$940 | 0.11% | 80 |
|
|
2018
Q1 | $296K | Sell |
1,691
-5
| -0.3% | -$855 | 0.1% | 88 |
|
|
2017
Q4 | $257K | Sell |
1,696
-177
| -9% | -$26.3K | 0.08% | 106 |
|
|
2017
Q3 | $264K | Buy |
1,873
+19
| +1% | +$2.51K | 0.09% | 103 |
|
|
2017
Q2 | $225K | Sell |
1,854
-3
| -0.2% | -$356 | 0.08% | 107 |
|
|
2017
Q1 | $209K | Buy |
+1,857
| New | +$204K | 0.08% | 111 |
|
|
2015
Q3 | – | Sell |
-3,113
| Closed | -$291K | – | 130 |
|
|
2015
Q2 | $291K | Buy |
+3,113
| New | +$286K | 0.16% | 91 |
|
Other funds holding MA
Wealth Architects's MA Position: Q2 2026 in Review
Wealth Architects increased its Mastercard (MA) stake by 2.3% in Q2 2026, buying an estimated $15K and bringing the position to 1,312 shares worth $674K. The position accounts for 0.05% of the portfolio, ranked #131.
Wealth Architects first reported a position in MA in Q2 2015 and has held it in 39 quarters since. The position peaked at $784K in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.
- Wealth Architects held 1,312 shares of Mastercard worth $674K as of Q2 2026.
- Wealth Architects bought 30 Mastercard shares in Q2 2026, an estimated $15K.
- Mastercard made up 0.05% of Wealth Architects's portfolio in Q2 2026, its #131 holding.
- Wealth Architects first reported a position in Mastercard in Q2 2015 and has held it in 39 quarters since.
- Wealth Architects's Mastercard position peaked at $784K in Q3 2025.
- 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.
Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.