BM
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Berman McAleer’s Mastercard MA Stock Holding History

Berman McAleer’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 		$343K Buy
668
+26
+4% +$13K 0.04% 127
2026
Q1 		$321K Sell
642
-5
-0.8% -$2.63K 0.04% 122
2025
Q4 		$369K Buy
647
+5
+0.8% +$2.79K 0.05% 110
2025
Q3 		$365K Buy
+642
New +$369K 0.05% 108

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berman McAleer's MA Position: Q2 2026 in Review

Berman McAleer increased its Mastercard (MA) stake by 4% in Q2 2026, buying an estimated $13K and bringing the position to 668 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #127.

Berman McAleer first reported a position in MA in Q3 2025 and has held it in 4 quarters since. The position peaked at $369K in Q4 2025. 3,588 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Berman McAleer held 668 shares of Mastercard worth $343K as of Q2 2026.
  • Berman McAleer bought 26 Mastercard shares in Q2 2026, an estimated $13K.
  • Mastercard made up 0.04% of Berman McAleer's portfolio in Q2 2026, its #127 holding.
  • Berman McAleer first reported a position in Mastercard in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Mastercard position peaked at $369K in Q4 2025.
  • 3,588 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.