Atlas Private Wealth Advisors’s Mastercard MA Stock Holding History

Atlas Private 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	$286K	Sell	557 -14	-2%	-$6.98K	0.06%	114
2026 Q1	$285K	Hold	571	–	–	0.07%	109
2025 Q4	$326K	Sell	571 -13	-2%	-$7.27K	0.08%	102
2025 Q3	$332K	Sell	584 -753	-56%	-$432K	0.08%	108
2025 Q2	$752K	Buy	1,337 +60	+5%	+$33.2K	0.1%	103
2025 Q1	$700K	Buy	1,277 +109	+9%	+$59.3K	0.1%	93
2024 Q4	$615K	Hold	1,168	–	–	0.09%	97
2024 Q3	$577K	Hold	1,168	–	–	0.08%	92
2024 Q2	$515K	Buy	1,168 +584	+100%	+$266K	0.08%	94
2024 Q1	$281K	Sell	584 -384	-40%	-$176K	0.09%	90
2023 Q4	$413K	Sell	968 -32	-3%	-$12.9K	0.08%	98
2023 Q3	$396K	Buy	+1,000	New	+$401K	0.07%	122
2021 Q4	–	Sell	-67	Closed	-$23K	–	478
2021 Q3	$23K	Sell	67 -12	-15%	-$4.36K	0.01%	334
2021 Q2	$29K	Buy	79 +18	+30%	+$6.69K	0.02%	299
2021 Q1	$22K	Buy	61 +38	+165%	+$13.3K	0.01%	354
2020 Q4	$8K	Buy	23 +10	+77%	+$3.33K	0.01%	450
2020 Q3	$4K	Hold	13	–	–	﹤0.01%	501
2020 Q2	$4K	Buy	+13	New	+$3.67K	﹤0.01%	535

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

Atlas Private Wealth Advisors's MA Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its Mastercard (MA) stake by 2.5% in Q2 2026, selling an estimated $6.98K and leaving 557 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #114.

Atlas Private Wealth Advisors first reported a position in MA in Q2 2020 and has held it in 18 quarters since. The position peaked at $752K in Q2 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Atlas Private Wealth Advisors held 557 shares of Mastercard worth $286K as of Q2 2026.
Atlas Private Wealth Advisors sold 14 Mastercard shares in Q2 2026, an estimated $6.98K.
Mastercard made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #114 holding.
Atlas Private Wealth Advisors first reported a position in Mastercard in Q2 2020 and has held it in 18 quarters since.
Atlas Private Wealth Advisors's Mastercard position peaked at $752K in Q2 2025.
3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.