Action Point Financial Planning’s Mastercard MA Stock Holding History

Action Point Financial Planning’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	$355K	Buy	+700	New	+$349K	0.04%	325

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's MA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Mastercard (MA) in Q2 2026: 700 shares worth $355K. The stake represents 0.04% of the portfolio and ranks #325 among its holdings.

3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Action Point Financial Planning held 700 shares of Mastercard worth $355K as of Q2 2026.
Mastercard was a new Action Point Financial Planning position in Q2 2026.
Mastercard made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #325 holding.
3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.