Alta Wealth Advisors’s Mastercard MA Stock Holding History

Alta 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	$361K	Sell	702 -10	-1%	-$4.99K	0.1%	134
2026 Q1	$356K	Sell	712 -50	-7%	-$26.3K	0.12%	131
2025 Q4	$435K	Buy	762 +222	+41%	+$124K	0.15%	109
2025 Q3	$307K	Hold	540	–	–	0.11%	122
2025 Q2	$303K	Hold	540	–	–	0.14%	94
2025 Q1	$296K	Buy	540 +19	+4%	+$10.3K	0.14%	114
2024 Q4	$274K	Hold	521	–	–	0.12%	119
2024 Q3	$257K	Sell	521 -11	-2%	-$5.12K	0.12%	114
2024 Q2	$235K	Hold	532	–	–	0.12%	114
2024 Q1	$256K	Buy	532 +61	+13%	+$27.9K	0.13%	114
2023 Q4	$201K	Buy	+471	New	+$189K	0.11%	124
2021 Q1	–	Sell	-3,366	Closed	-$1.2M	–	139
2020 Q4	$1.2M	Buy	+3,366	New	+$1.12M	1.01%	23

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

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

Alta Wealth Advisors reduced its Mastercard (MA) stake by 1.4% in Q2 2026, selling an estimated $4.99K and leaving 702 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #134.

Alta Wealth Advisors first reported a position in MA in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.2M in Q4 2020. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Alta Wealth Advisors held 702 shares of Mastercard worth $361K as of Q2 2026.
Alta Wealth Advisors sold 10 Mastercard shares in Q2 2026, an estimated $4.99K.
Mastercard made up 0.1% of Alta Wealth Advisors's portfolio in Q2 2026, its #134 holding.
Alta Wealth Advisors first reported a position in Mastercard in Q4 2020 and has held it in 12 quarters since.
Alta Wealth Advisors's Mastercard position peaked at $1.2M in Q4 2020.
3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.