Planning Strategies Inc.’s Mastercard MA Stock Holding History

Planning Strategies Inc.’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	$22.6K	Buy	+44	New	+$21.9K	0.01%	229

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Planning Strategies Inc.'s MA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Mastercard (MA) in Q2 2026: 44 shares worth $22.6K. The stake represents 0.01% of the portfolio and ranks #229 among its holdings.

1,473 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Planning Strategies Inc. held 44 shares of Mastercard worth $22.6K as of Q2 2026.
Mastercard was a new Planning Strategies Inc. position in Q2 2026.
Mastercard made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #229 holding.
1,473 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.