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Abich Financial Wealth Management’s Mastercard MA Stock Holding History

Abich Financial 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
2025
Q3 		$9.1K Buy
+16
New +$9.19K ﹤0.01% 470
2024
Q3 		$5.93K Sell
12
-20
-63% -$9.3K 0.01% 243
2024
Q2 		$14.1K Buy
32
+11
+52% +$5.01K 0.01% 245
2024
Q1 		$10.1K Hold
21
– – 0.01% 217
2023
Q4 		$9.16K Buy
+21
New +$8.44K 0.01% 213

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abich Financial Wealth Management's MA Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Mastercard (MA) in Q3 2025: 16 shares worth $9.1K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in MA as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in MA in Q4 2023 and has held it in 5 quarters since. The position peaked at $14.1K in Q2 2024. 3,506 funds tracked by Wall St. Rank hold MA as of Q3 2025.

  • Abich Financial Wealth Management held 16 shares of Mastercard worth $9.1K as of Q3 2025.
  • Mastercard was a new Abich Financial Wealth Management position in Q3 2025.
  • Mastercard made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #470 holding.
  • Abich Financial Wealth Management first reported a position in Mastercard in Q4 2023 and has held it in 5 quarters since.
  • Abich Financial Wealth Management's Mastercard position peaked at $14.1K in Q2 2024.
  • 3,506 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.