Wealthspire Advisors (New York)’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 | $13.3M | Buy |
25,876
+10,259
| +66% | +$5.12M | 0.07% | 147 |
|
|
2026
Q1 | $7.8M | Sell |
15,617
-3,787
| -20% | -$1.99M | 0.06% | 132 |
|
|
2025
Q4 | $11.1M | Buy |
19,404
+5,239
| +37% | +$2.93M | 0.09% | 110 |
|
|
2025
Q3 | $8.06M | Sell |
14,165
-911
| -6% | -$523K | 0.04% | 129 |
|
|
2025
Q2 | $8.47M | Sell |
15,076
-193
| -1% | -$107K | 0.05% | 133 |
|
|
2025
Q1 | $8.37M | Sell |
15,269
-202
| -1% | -$110K | 0.05% | 129 |
|
|
2024
Q4 | $8.15M | Buy |
15,471
+544
| +4% | +$282K | 0.08% | 118 |
|
|
2024
Q3 | $7.37M | Buy |
14,927
+1,207
| +9% | +$561K | 0.08% | 125 |
|
|
2024
Q2 | $6.05M | Buy |
13,720
+72
| +0.5% | +$32.8K | 0.08% | 103 |
|
|
2024
Q1 | $6.57M | Sell |
13,648
-595
| -4% | -$272K | 0.09% | 99 |
|
|
2023
Q4 | $6.07M | Buy |
14,243
+1,163
| +9% | +$467K | 0.09% | 105 |
|
|
2023
Q3 | $5.18M | Buy |
13,080
+3,729
| +40% | +$1.5M | 0.09% | 103 |
|
|
2023
Q2 | $3.68M | Buy |
9,351
+596
| +7% | +$224K | 0.06% | 110 |
|
|
2023
Q1 | $3.18M | Sell |
8,755
-2,388
| -21% | -$867K | 0.05% | 117 |
|
|
2022
Q4 | $3.87M | Buy |
11,143
+1,383
| +14% | +$455K | 0.07% | 112 |
|
|
2022
Q3 | $2.77M | Buy |
9,760
+754
| +8% | +$250K | 0.06% | 118 |
|
|
2022
Q2 | $2.84M | Buy |
9,006
+3,943
| +78% | +$1.36M | 0.06% | 118 |
|
|
2022
Q1 | $1.81M | Sell |
5,063
-5,052
| -50% | -$1.82M | 0.04% | 134 |
|
|
2021
Q4 | $3.63M | Sell |
10,115
-1,202
| -11% | -$416K | 0.08% | 95 |
|
|
2021
Q3 | $3.94M | Buy |
11,317
+1,367
| +14% | +$497K | 0.08% | 106 |
|
|
2021
Q2 | $3.63M | Sell |
9,950
-18,296
| -65% | -$6.8M | 0.1% | 78 |
|
|
2021
Q1 | $10.1M | Buy |
28,246
+368
| +1% | +$128K | 0.24% | 54 |
|
|
2020
Q4 | $9.95M | Buy |
27,878
+13,805
| +98% | +$4.59M | 0.3% | 48 |
|
|
2020
Q3 | $4.76M | Buy |
14,073
+1,505
| +12% | +$489K | 0.28% | 46 |
|
|
2020
Q2 | $3.72M | Sell |
12,568
-18,731
| -60% | -$5.28M | 0.26% | 46 |
|
|
2020
Q1 | $7.56M | Buy |
31,299
+24,408
| +354% | +$7.26M | 0.32% | 47 |
|
|
2019
Q4 | $2.06M | Buy |
6,891
+547
| +9% | +$154K | 0.15% | 40 |
|
|
2019
Q3 | $1.72M | Buy |
6,344
+2,907
| +85% | +$801K | 0.14% | 33 |
|
|
2019
Q2 | $909K | Buy |
+3,437
| New | +$860K | 0.08% | 35 |
|
|
2019
Q1 | – | Sell |
-869
| Closed | -$164K | – | 486 |
|
|
2018
Q4 | $164K | Buy |
+869
| New | +$173K | 0.02% | 75 |
|
Other funds holding MA
Wealthspire Advisors (New York)'s MA Position: Q2 2026 in Review
Wealthspire Advisors (New York) increased its Mastercard (MA) stake by 66% in Q2 2026, buying an estimated $5.12M and bringing the position to 25,876 shares worth $13.3M. The position accounts for 0.07% of the portfolio, ranked #147.
Wealthspire Advisors (New York) first reported a position in MA in Q4 2018 and has held it in 30 quarters since. 3,631 funds tracked by Wall St. Rank hold MA as of Q2 2026.
- Wealthspire Advisors (New York) held 25,876 shares of Mastercard worth $13.3M as of Q2 2026.
- Wealthspire Advisors (New York) bought 10,259 Mastercard shares in Q2 2026, an estimated $5.12M.
- Mastercard made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #147 holding.
- Wealthspire Advisors (New York) first reported a position in Mastercard in Q4 2018 and has held it in 30 quarters since.
- 3,631 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.
Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.