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Westfuller Advisors’s Mastercard MA Stock Holding History

Westfuller Advisors’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 		$581K Buy
1,131
+41
+4% +$20.4K 0.21% 83
2026
Q1 		$545K Sell
1,090
-27
-2% -$14.2K 0.24% 76
2025
Q4 		$638K Sell
1,117
-86
-7% -$48.1K 0.26% 73
2025
Q3 		$684K Buy
+1,203
New +$691K 0.31% 67

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Westfuller Advisors's MA Position: Q2 2026 in Review

Westfuller Advisors increased its Mastercard (MA) stake by 3.8% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,131 shares worth $581K. The position accounts for 0.21% of the portfolio, ranked #83.

Westfuller Advisors first reported a position in MA in Q3 2025 and has held it in 4 quarters since. The position peaked at $684K in Q3 2025. 1,610 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Westfuller Advisors held 1,131 shares of Mastercard worth $581K as of Q2 2026.
  • Westfuller Advisors bought 41 Mastercard shares in Q2 2026, an estimated $20.4K.
  • Mastercard made up 0.21% of Westfuller Advisors's portfolio in Q2 2026, its #83 holding.
  • Westfuller Advisors first reported a position in Mastercard in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Mastercard position peaked at $684K in Q3 2025.
  • 1,610 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.