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3Chopt Investment Partners’s Mastercard MA Stock Holding History

3Chopt Investment 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 		$3.18M Buy
6,192
+724
+13% +$361K 0.6% 36
2026
Q1 		$2.73M Buy
5,468
+653
+14% +$344K 0.63% 37
2025
Q4 		$2.75M Buy
4,815
+881
+22% +$492K 0.62% 40
2025
Q3 		$2.24M Buy
3,934
+380
+11% +$218K 0.51% 47
2025
Q2 		$2M Buy
3,554
+374
+12% +$207K 0.48% 53
2025
Q1 		$1.74M Buy
+3,180
New +$1.73M 0.46% 59
2024
Q3 		– Sell
-2,899
Closed -$1.28M – 137
2024
Q2 		$1.28M Buy
+2,899
New +$1.32M 0.39% 61
2024
Q1 		– Sell
-2,738
Closed -$1.17M – 124
2023
Q4 		$1.17M Buy
+2,738
New +$1.1M 0.43% 60
2023
Q3 		– Sell
-2,219
Closed -$873K – 102
2023
Q2 		$873K Sell
2,219
-81
-4% -$30.4K 0.44% 63
2023
Q1 		$836K Buy
2,300
+483
+27% +$175K 0.45% 64
2022
Q4 		$632K Buy
+1,817
New +$598K 0.35% 70

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3Chopt Investment Partners's MA Position: Q2 2026 in Review

3Chopt Investment Partners increased its Mastercard (MA) stake by 13% in Q2 2026, buying an estimated $361K and bringing the position to 6,192 shares worth $3.18M. The position accounts for 0.6% of the portfolio, ranked #36.

3Chopt Investment Partners first reported a position in MA in Q4 2022 and has held it in 11 quarters since. 3,623 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • 3Chopt Investment Partners held 6,192 shares of Mastercard worth $3.18M as of Q2 2026.
  • 3Chopt Investment Partners bought 724 Mastercard shares in Q2 2026, an estimated $361K.
  • Mastercard made up 0.6% of 3Chopt Investment Partners's portfolio in Q2 2026, its #36 holding.
  • 3Chopt Investment Partners first reported a position in Mastercard in Q4 2022 and has held it in 11 quarters since.
  • 3,623 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.