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Anderson Financial Strategies’s Mastercard MA Stock Holding History

Anderson Financial Strategies’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
Q1 		– Sell
-564
Closed -$322K – 38
2025
Q4 		$322K Buy
564
+9
+2% +$5.03K 0.19% 37
2025
Q3 		$316K Hold
555
– – 0.19% 38
2025
Q2 		$312K Hold
555
– – 0.2% 38
2025
Q1 		$304K Buy
+555
New +$302K 0.19% 43

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anderson Financial Strategies's MA Position: Q1 2026 in Review

Anderson Financial Strategies sold out of Mastercard (MA) in Q1 2026, closing a stake of 564 shares — an estimated $322K sold.

Anderson Financial Strategies first reported a position in MA in Q1 2025 and held it in 4 quarters. The position peaked at $322K in Q4 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Anderson Financial Strategies reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • Anderson Financial Strategies sold 564 Mastercard shares in Q1 2026, an estimated $322K.
  • Anderson Financial Strategies first reported a position in Mastercard in Q1 2025 and held it in 4 quarters.
  • Anderson Financial Strategies's Mastercard position peaked at $322K in Q4 2025.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.