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BlueSky Wealth Advisors’s Mastercard MA Stock Holding History

BlueSky Wealth Advisors’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 		– Sell
-380
Closed -$217K – 118
2025
Q4 		$217K Hold
380
– – 0.03% 75
2025
Q3 		$216K Hold
380
– – 0.03% 79
2025
Q2 		$214K Hold
380
– – 0.03% 69
2025
Q1 		$208K Hold
380
– – 0.03% 70
2024
Q4 		$200K Buy
+380
New +$197K 0.03% 73
2024
Q1 		– Sell
-640
Closed -$273K – 41
2023
Q4 		$273K Buy
+640
New +$257K 0.05% 59

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

BlueSky Wealth Advisors's MA Position: Q1 2026 in Review

BlueSky Wealth Advisors sold out of Mastercard (MA) in Q1 2026, closing a stake of 380 shares — an estimated $217K sold.

BlueSky Wealth Advisors first reported a position in MA in Q4 2023 and held it in 6 quarters. The position peaked at $273K in Q4 2023. 3,619 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • BlueSky Wealth Advisors reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 380 Mastercard shares in Q1 2026, an estimated $217K.
  • BlueSky Wealth Advisors first reported a position in Mastercard in Q4 2023 and held it in 6 quarters.
  • BlueSky Wealth Advisors's Mastercard position peaked at $273K in Q4 2023.
  • 3,619 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.