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Wealth Group’s Mastercard MA Stock Holding History

Wealth Group’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 		$9.26M Buy
18,038
+13,112
+266% +$6.54M 2.31% 8
2026
Q1 		$2.46M Buy
4,926
+1
+0% +$527 2.3% 11
2025
Q4 		$2.81M Buy
+4,925
New +$2.75M 2.74% 8
2025
Q2 		$2.83M Sell
5,032
-920
-15% -$509K 2.81% 9
2025
Q1 		$3.26M Buy
5,952
+211
+4% +$115K 2.11% 11
2024
Q4 		$3.02M Buy
5,741
+19
+0.3% +$9.84K 1.96% 9
2024
Q3 		$2.83M Sell
5,722
-1,771
-24% -$824K 1.9% 11
2024
Q2 		$2.79M Buy
7,493
+1,793
+31% +$817K 2% 10
2024
Q1 		$2.75M Buy
+5,700
New +$2.61M 2.07% 11

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
Robeco Institutional Asset Management
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
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
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Wealth Group's MA Position: Q2 2026 in Review

Wealth Group increased its Mastercard (MA) stake by 266% in Q2 2026, buying an estimated $6.54M and bringing the position to 18,038 shares worth $9.26M. The position accounts for 2.31% of the portfolio, ranked #8.

Wealth Group first reported a position in MA in Q1 2024 and has held it in 9 quarters since. 1,159 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Wealth Group held 18,038 shares of Mastercard worth $9.26M as of Q2 2026.
  • Wealth Group bought 13,112 Mastercard shares in Q2 2026, an estimated $6.54M.
  • Mastercard made up 2.31% of Wealth Group's portfolio in Q2 2026, its #8 holding.
  • Wealth Group first reported a position in Mastercard in Q1 2024 and has held it in 9 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.