Atlas Wealth Partners’s Mastercard MA Stock Holding History

Atlas 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 Q1	$313K	Hold	626	–	–	0.32%	41
2025 Q4	$357K	Sell	626 -50	-7%	-$28K	0.39%	37
2025 Q3	$385K	Hold	676	–	–	0.39%	34
2025 Q2	$380K	Hold	676	–	–	0.44%	31
2025 Q1	$371K	Hold	676	–	–	0.46%	28
2024 Q4	$356K	Sell	676 -50	-7%	-$25.9K	0.45%	28
2024 Q3	$358K	Hold	726	–	–	0.55%	28
2024 Q2	$320K	Hold	726	–	–	1.35%	14
2024 Q1	$329K	Buy	726 +6	+0.8%	+$2.74K	1.78%	11
2023 Q4	$316K	Hold	720	–	–	1.74%	11
2023 Q3	$262K	Sell	720 -100	-12%	-$40.1K	1.51%	13
2023 Q2	$326K	Hold	820	–	–	0.94%	24
2023 Q1	$302K	Hold	820	–	–	2.1%	9
2022 Q4	$308K	Buy	+820	New	+$270K	1.9%	9

Other funds holding MA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Wealth Partners's MA Position: Q1 2026 in Review

Atlas Wealth Partners held its Mastercard (MA) position steady in Q1 2026 at 626 shares worth $313K. The position accounts for 0.32% of the portfolio, ranked #41.

Atlas Wealth Partners first reported a position in MA in Q4 2022 and has held it in 14 quarters since. The position peaked at $385K in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Atlas Wealth Partners held 626 shares of Mastercard worth $313K as of Q1 2026.
Atlas Wealth Partners left its Mastercard share count unchanged in Q1 2026.
Mastercard made up 0.32% of Atlas Wealth Partners's portfolio in Q1 2026, its #41 holding.
Atlas Wealth Partners first reported a position in Mastercard in Q4 2022 and has held it in 14 quarters since.
Atlas Wealth Partners's Mastercard position peaked at $385K in Q3 2025.
3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.