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Aviso Financial’s Mastercard MA Stock Holding History

Aviso Financial’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 		$6.84M Buy
13,697
+702
+5% +$370K 0.24% 55
2025
Q4 		$7.42M Sell
12,995
-45
-0.3% -$25.2K 0.28% 49
2025
Q3 		$7.42M Buy
13,040
+407
+3% +$234K 0.3% 47
2025
Q2 		$7.1M Buy
12,633
+224
+2% +$124K 0.32% 45
2025
Q1 		$6.8M Sell
12,409
-155
-1% -$84.4K 0.34% 44
2024
Q4 		$6.62M Buy
12,564
+41
+0.3% +$21.2K 0.33% 46
2024
Q3 		$6.18M Buy
12,523
+542
+5% +$252K 0.31% 47
2024
Q2 		$5.28M Buy
+11,981
New +$5.46M 0.29% 50

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

Aviso Financial's MA Position: Q1 2026 in Review

Aviso Financial increased its Mastercard (MA) stake by 5.4% in Q1 2026, buying an estimated $370K and bringing the position to 13,697 shares worth $6.84M. The position accounts for 0.24% of the portfolio, ranked #55.

Aviso Financial first reported a position in MA in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.42M in Q4 2025. 3,601 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Aviso Financial held 13,697 shares of Mastercard worth $6.84M as of Q1 2026.
  • Aviso Financial bought 702 Mastercard shares in Q1 2026, an estimated $370K.
  • Mastercard made up 0.24% of Aviso Financial's portfolio in Q1 2026, its #55 holding.
  • Aviso Financial first reported a position in Mastercard in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Mastercard position peaked at $7.42M in Q4 2025.
  • 3,601 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.