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Advocacy Wealth Management Services’s Mastercard MA Stock Holding History

Advocacy Wealth Management Services’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 		$235K Buy
+457
New +$228K 0.01% 149
2013
Q3 		$72K Buy
+970
New +$60.9K 0.2% 91

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

Advocacy Wealth Management Services's MA Position: Q2 2026 in Review

Advocacy Wealth Management Services opened a new position in Mastercard (MA) in Q2 2026: 457 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #149 among its holdings. This is a return to the name: Advocacy Wealth Management Services previously reported a position in MA as recently as Q3 2013.

Advocacy Wealth Management Services first reported a position in MA in Q3 2013 and has held it in 2 quarters since. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Advocacy Wealth Management Services held 457 shares of Mastercard worth $235K as of Q2 2026.
  • Mastercard was a new Advocacy Wealth Management Services position in Q2 2026.
  • Mastercard made up 0.01% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #149 holding.
  • Advocacy Wealth Management Services first reported a position in Mastercard in Q3 2013 and has held it in 2 quarters since.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.