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Boomfish Wealth Group’s Mastercard MA Stock Holding History

Boomfish Wealth Group’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 		$3.2M Buy
6,224
+416
+7% +$207K 1.46% 23
2026
Q1 		$2.9M Buy
5,808
+126
+2% +$66.4K 1.55% 20
2025
Q4 		$3.24M Sell
5,682
-25
-0.4% -$14K 1.73% 15
2025
Q3 		$3.25M Buy
5,707
+214
+4% +$123K 1.75% 17
2025
Q2 		$3.09M Buy
5,493
+87
+2% +$48.1K 1.78% 15
2025
Q1 		$2.96M Sell
5,406
-97
-2% -$52.8K 1.92% 9
2024
Q4 		$2.9M Buy
5,503
+40
+0.7% +$20.7K 1.76% 15
2024
Q3 		$2.7M Sell
5,463
-58
-1% -$27K 1.65% 18
2024
Q2 		$2.44M Buy
5,521
+32
+0.6% +$14.6K 1.57% 22
2024
Q1 		$2.64M Sell
5,489
-357
-6% -$163K 1.78% 14
2023
Q4 		$2.49M Buy
+5,846
New +$2.35M 1.8% 16

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

Boomfish Wealth Group's MA Position: Q2 2026 in Review

Boomfish Wealth Group increased its Mastercard (MA) stake by 7.2% in Q2 2026, buying an estimated $207K and bringing the position to 6,224 shares worth $3.2M. The position accounts for 1.46% of the portfolio, ranked #23.

Boomfish Wealth Group first reported a position in MA in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.25M in Q3 2025. 3,622 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Boomfish Wealth Group held 6,224 shares of Mastercard worth $3.2M as of Q2 2026.
  • Boomfish Wealth Group bought 416 Mastercard shares in Q2 2026, an estimated $207K.
  • Mastercard made up 1.46% of Boomfish Wealth Group's portfolio in Q2 2026, its #23 holding.
  • Boomfish Wealth Group first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
  • Boomfish Wealth Group's Mastercard position peaked at $3.25M in Q3 2025.
  • 3,622 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.