WWM
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Wiser Wealth Management’s Mastercard MA Stock Holding History

Wiser Wealth Management’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 		$244K Buy
476
+24
+5% +$12K 0.05% 65
2026
Q1 		$226K Sell
452
-17
-4% -$8.95K 0.05% 55
2025
Q4 		$268K Sell
469
-2
-0.4% -$1.12K 0.06% 49
2025
Q3 		$268K Buy
471
+103
+28% +$59.2K 0.06% 47
2025
Q2 		$207K Buy
+368
New +$204K 0.05% 49

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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wiser Wealth Management's MA Position: Q2 2026 in Review

Wiser Wealth Management increased its Mastercard (MA) stake by 5.3% in Q2 2026, buying an estimated $12K and bringing the position to 476 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #65.

Wiser Wealth Management first reported a position in MA in Q2 2025 and has held it in 5 quarters since. The position peaked at $268K in Q3 2025. 724 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Wiser Wealth Management held 476 shares of Mastercard worth $244K as of Q2 2026.
  • Wiser Wealth Management bought 24 Mastercard shares in Q2 2026, an estimated $12K.
  • Mastercard made up 0.05% of Wiser Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Wiser Wealth Management first reported a position in Mastercard in Q2 2025 and has held it in 5 quarters since.
  • Wiser Wealth Management's Mastercard position peaked at $268K in Q3 2025.
  • 724 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.