Betterment LLC
MA icon

Betterment LLC’s Mastercard MA Stock Holding History

Betterment LLC’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 		$561K Sell
1,092
-43
-4% -$21.4K ﹤0.01% 452
2026
Q1 		$567K Buy
1,135
+168
+17% +$88.5K ﹤0.01% 413
2025
Q4 		$552K Buy
967
+30
+3% +$16.8K ﹤0.01% 381
2025
Q3 		$533K Sell
937
-10
-1% -$5.74K ﹤0.01% 374
2025
Q2 		$532K Buy
947
+58
+7% +$32.1K ﹤0.01% 348
2025
Q1 		$487K Buy
889
+52
+6% +$28.3K ﹤0.01% 338
2024
Q4 		$441K Buy
837
+12
+1% +$6.21K ﹤0.01% 341
2024
Q3 		$407K Buy
825
+262
+47% +$122K ﹤0.01% 335
2024
Q2 		$248K Buy
+563
New +$256K ﹤0.01% 365

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

Betterment LLC's MA Position: Q2 2026 in Review

Betterment LLC reduced its Mastercard (MA) stake by 3.8% in Q2 2026, selling an estimated $21.4K and leaving 1,092 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Betterment LLC first reported a position in MA in Q2 2024 and has held it in 9 quarters since. The position peaked at $567K in Q1 2026. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Betterment LLC held 1,092 shares of Mastercard worth $561K as of Q2 2026.
  • Betterment LLC sold 43 Mastercard shares in Q2 2026, an estimated $21.4K.
  • Mastercard made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #452 holding.
  • Betterment LLC first reported a position in Mastercard in Q2 2024 and has held it in 9 quarters since.
  • Betterment LLC's Mastercard position peaked at $567K in Q1 2026.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.