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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

3Chopt Investment Partners's MA Position: Q1 2026 in Review

3Chopt Investment Partners increased its Mastercard (MA) stake by 14% in Q1 2026, buying an estimated $344K and bringing the position to 5,468 shares worth $2.73M. The position accounts for 0.63% of the portfolio, ranked #37.

3Chopt Investment Partners first reported a position in MA in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.75M in Q4 2025. 3,602 funds tracked by Wall St. Rank hold MA as of Q1 2026.

3Chopt Investment Partners held 5,468 shares of Mastercard worth $2.73M as of Q1 2026.
3Chopt Investment Partners bought 653 Mastercard shares in Q1 2026, an estimated $344K.
Mastercard made up 0.63% of 3Chopt Investment Partners's portfolio in Q1 2026, its #37 holding.
3Chopt Investment Partners first reported a position in Mastercard in Q4 2022 and has held it in 10 quarters since.
3Chopt Investment Partners's Mastercard position peaked at $2.75M in Q4 2025.
3,602 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.