Wealthcare Capital Partners’s Mastercard MA Stock Holding History

Wealthcare Capital 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	$302K	Buy	587 +5	+0.9%	+$2.49K	0.12%	132
2026 Q1	$291K	Sell	582 -68	-10%	-$35.8K	0.14%	124
2025 Q4	$371K	Buy	650 +4	+0.6%	+$2.24K	0.17%	105
2025 Q3	$367K	Buy	646 +6	+0.9%	+$3.45K	0.17%	109
2025 Q2	$360K	Sell	640 -2	-0.3%	-$1.11K	0.18%	98
2025 Q1	$352K	Hold	642	–	–	0.18%	89
2024 Q4	$338K	Buy	+642	New	+$332K	0.18%	91

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

Wealthcare Capital Partners's MA Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Mastercard (MA) stake by 0.86% in Q2 2026, buying an estimated $2.49K and bringing the position to 587 shares worth $302K. The position accounts for 0.12% of the portfolio, ranked #132.

Wealthcare Capital Partners first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $371K in Q4 2025. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Wealthcare Capital Partners held 587 shares of Mastercard worth $302K as of Q2 2026.
Wealthcare Capital Partners bought 5 Mastercard shares in Q2 2026, an estimated $2.49K.
Mastercard made up 0.12% of Wealthcare Capital Partners's portfolio in Q2 2026, its #132 holding.
Wealthcare Capital Partners first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Mastercard position peaked at $371K in Q4 2025.
1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.