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Alvarez & Marsal Private Wealth Partners’s Mastercard MA Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$1.32M Buy
2,576
+117
+5% +$58.3K 0.17% 31
2026
Q1 		$1.23M Buy
2,459
+853
+53% +$449K 0.17% 35
2025
Q4 		$917K Buy
+1,606
New +$898K 0.18% 32

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

Alvarez & Marsal Private Wealth Partners's MA Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its Mastercard (MA) stake by 4.8% in Q2 2026, buying an estimated $58.3K and bringing the position to 2,576 shares worth $1.32M. The position accounts for 0.17% of the portfolio, ranked #31.

Alvarez & Marsal Private Wealth Partners first reported a position in MA in Q4 2025 and has held it in 3 quarters since. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 2,576 shares of Mastercard worth $1.32M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners bought 117 Mastercard shares in Q2 2026, an estimated $58.3K.
  • Mastercard made up 0.17% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.