AWM
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Aviso Wealth Management’s Mastercard MA Stock Holding History

Aviso Wealth Management’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 		$3.24M Buy
6,485
+426
+7% +$224K 1.46% 18
2025
Q4 		$3.46M Buy
6,059
+1,007
+20% +$563K 1.45% 19
2025
Q3 		$2.87M Buy
5,052
+381
+8% +$219K 1.25% 20
2025
Q2 		$2.62M Buy
4,671
+1,456
+45% +$805K 1.23% 20
2025
Q1 		$1.76M Buy
3,215
+271
+9% +$148K 0.94% 24
2024
Q4 		$1.55M Buy
2,944
+559
+23% +$289K 0.79% 34
2024
Q3 		$1.18M Buy
2,385
+460
+24% +$214K 0.64% 40
2024
Q2 		$849K Buy
1,925
+26
+1% +$11.8K 0.5% 51
2024
Q1 		$915K Sell
1,899
-252
-12% -$115K 0.58% 46
2023
Q4 		$918K Buy
+2,151
New +$864K 0.67% 36

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 $32.1B AUM 8.22% 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 Wealth Management's MA Position: Q1 2026 in Review

Aviso Wealth Management increased its Mastercard (MA) stake by 7% in Q1 2026, buying an estimated $224K and bringing the position to 6,485 shares worth $3.24M. The position accounts for 1.46% of the portfolio, ranked #18.

Aviso Wealth Management first reported a position in MA in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.46M in Q4 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Aviso Wealth Management held 6,485 shares of Mastercard worth $3.24M as of Q1 2026.
  • Aviso Wealth Management bought 426 Mastercard shares in Q1 2026, an estimated $224K.
  • Mastercard made up 1.46% of Aviso Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Aviso Wealth Management first reported a position in Mastercard in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Mastercard position peaked at $3.46M in Q4 2025.
  • 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.