Bouchey Financial Group’s Mastercard MA Stock Holding History

Bouchey Financial 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 Q1	$216K	Buy	428 +12	+3%	+$6.32K	0.02%	166
2025 Q4	$238K	Buy	416 +36	+9%	+$20.1K	0.02%	144
2025 Q3	$216K	Hold	380	–	–	0.02%	143
2025 Q2	$214K	Buy	+380	New	+$210K	0.02%	137
2016 Q3	–	Sell	-2,905	Closed	-$210K	–	60
2016 Q2	$210K	Hold	2,905	–	–	0.08%	60
2016 Q1	$210K	Hold	2,905	–	–	0.09%	60
2015 Q4	$210K	Hold	2,905	–	–	0.09%	57
2015 Q3	$210K	Hold	2,905	–	–	0.1%	57
2015 Q2	$210K	Hold	2,905	–	–	0.09%	61
2015 Q1	$210K	Hold	2,905	–	–	0.09%	60
2014 Q4	$210K	Hold	2,905	–	–	0.1%	56
2014 Q3	$210K	Hold	2,905	–	–	0.11%	60
2014 Q2	$210K	Hold	2,905	–	–	0.11%	58
2014 Q1	$217K	Buy	+2,905	New	+$227K	0.13%	57

Other funds holding MA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bouchey Financial Group's MA Position: Q1 2026 in Review

Bouchey Financial Group increased its Mastercard (MA) stake by 2.9% in Q1 2026, buying an estimated $6.32K and bringing the position to 428 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #166.

Bouchey Financial Group first reported a position in MA in Q1 2014 and has held it in 14 quarters since. The position peaked at $238K in Q4 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Bouchey Financial Group held 428 shares of Mastercard worth $216K as of Q1 2026.
Bouchey Financial Group bought 12 Mastercard shares in Q1 2026, an estimated $6.32K.
Mastercard made up 0.02% of Bouchey Financial Group's portfolio in Q1 2026, its #166 holding.
Bouchey Financial Group first reported a position in Mastercard in Q1 2014 and has held it in 14 quarters since.
Bouchey Financial Group's Mastercard position peaked at $238K in Q4 2025.
3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.