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Atria Wealth Solutions’s Mastercard MA Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$5.92M Sell
10,525
-37,020
-78% -$20.5M 0.13% 181
2025
Q1 		$26.1M Sell
47,545
-3,547
-7% -$1.93M 0.31% 66
2024
Q4 		$26.9M Sell
51,092
-4,475
-8% -$2.32M 0.29% 69
2024
Q3 		$27.4M Sell
55,567
-2,259
-4% -$1.05M 0.3% 67
2024
Q2 		$25.5M Sell
57,826
-2,157
-4% -$983K 0.28% 67
2024
Q1 		$28.9M Sell
59,983
-1,129
-2% -$516K 0.33% 53
2023
Q4 		$26.1M Buy
61,112
+2,802
+5% +$1.13M 0.33% 57
2023
Q3 		$23.1M Buy
58,310
+2,267
+4% +$910K 0.32% 61
2023
Q2 		$22M Buy
56,043
+1,289
+2% +$484K 0.3% 71
2023
Q1 		$19.9M Sell
54,754
-631
-1% -$229K 0.29% 76
2022
Q4 		$19.3M Sell
55,385
-2,577
-4% -$848K 0.31% 74
2022
Q3 		$16.5M Sell
57,962
-1,256
-2% -$416K 0.28% 81
2022
Q2 		$18.7M Buy
59,218
+8,781
+17% +$3.02M 0.35% 69
2022
Q1 		$18M Buy
+50,437
New +$18.1M 0.3% 68

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's MA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Mastercard (MA) stake by 78% in Q2 2025, selling an estimated $20.5M and leaving 10,525 shares worth $5.92M. The position accounts for 0.13% of the portfolio, ranked #181.

Atria Wealth Solutions first reported a position in MA in Q1 2022 and has held it in 14 quarters since. The position peaked at $28.9M in Q1 2024. 3,532 funds tracked by Wall St. Rank hold MA as of Q2 2025.

  • Atria Wealth Solutions held 10,525 shares of Mastercard worth $5.92M as of Q2 2025.
  • Atria Wealth Solutions sold 37,020 Mastercard shares in Q2 2025, an estimated $20.5M.
  • Mastercard made up 0.13% of Atria Wealth Solutions's portfolio in Q2 2025, its #181 holding.
  • Atria Wealth Solutions first reported a position in Mastercard in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Mastercard position peaked at $28.9M in Q1 2024.
  • 3,532 funds tracked by Wall St. Rank held Mastercard as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.