AWA
MA icon

Aletheian Wealth Advisors’s Mastercard MA Stock Holding History

Aletheian Wealth Advisors’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 		$462K Buy
900
+77
+9% +$38.4K 0.2% 66
2026
Q1 		$411K Buy
+823
New +$433K 0.2% 64
2025
Q3 		$539K Sell
948
-14
-1% -$8.04K 0.25% 56
2025
Q2 		$541K Buy
962
+16
+2% +$8.85K 0.27% 54
2025
Q1 		$519K Buy
946
+117
+14% +$63.7K 0.29% 57
2024
Q4 		$437K Buy
829
+53
+7% +$27.4K 0.26% 57
2024
Q3 		$383K Buy
776
+11
+1% +$5.12K 0.22% 60
2024
Q2 		$337K Buy
765
+127
+20% +$57.9K 0.18% 69
2024
Q1 		$307K Buy
638
+104
+19% +$47.5K 0.17% 69
2023
Q4 		$228K Sell
534
-52
-9% -$20.9K 0.15% 74
2023
Q3 		$232K Buy
586
+1
+0.2% +$401 0.18% 70
2023
Q2 		$230K Buy
+585
New +$220K 0.16% 74

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

Aletheian Wealth Advisors's MA Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Mastercard (MA) stake by 9.4% in Q2 2026, buying an estimated $38.4K and bringing the position to 900 shares worth $462K. The position accounts for 0.2% of the portfolio, ranked #66.

Aletheian Wealth Advisors first reported a position in MA in Q2 2023 and has held it in 12 quarters since. The position peaked at $541K in Q2 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Aletheian Wealth Advisors held 900 shares of Mastercard worth $462K as of Q2 2026.
  • Aletheian Wealth Advisors bought 77 Mastercard shares in Q2 2026, an estimated $38.4K.
  • Mastercard made up 0.2% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Aletheian Wealth Advisors first reported a position in Mastercard in Q2 2023 and has held it in 12 quarters since.
  • Aletheian Wealth Advisors's Mastercard position peaked at $541K in Q2 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.