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Advyzon Investment Management’s Mastercard MA Stock Holding History

Advyzon Investment 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
2026
Q2 		$1.25M Buy
2,425
+160
+7% +$79.8K 0.09% 217
2026
Q1 		$1.13M Sell
2,265
-460
-17% -$242K 0.1% 202
2025
Q4 		$1.56M Buy
2,725
+735
+37% +$411K 0.18% 124
2025
Q3 		$1.13M Sell
1,990
-140
-7% -$80.4K 0.19% 118
2025
Q2 		$1.2M Buy
2,130
+1,003
+89% +$555K 0.26% 80
2025
Q1 		$618K Sell
1,127
-25
-2% -$13.6K 0.22% 86
2024
Q4 		$606K Buy
+1,152
New +$596K 0.23% 83

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

Advyzon Investment Management's MA Position: Q2 2026 in Review

Advyzon Investment Management increased its Mastercard (MA) stake by 7.1% in Q2 2026, buying an estimated $79.8K and bringing the position to 2,425 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #217.

Advyzon Investment Management first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Advyzon Investment Management held 2,425 shares of Mastercard worth $1.25M as of Q2 2026.
  • Advyzon Investment Management bought 160 Mastercard shares in Q2 2026, an estimated $79.8K.
  • Mastercard made up 0.09% of Advyzon Investment Management's portfolio in Q2 2026, its #217 holding.
  • Advyzon Investment Management first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's Mastercard position peaked at $1.56M in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.