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Buck Wealth Strategies’s Mastercard MA Stock Holding History

Buck Wealth Strategies’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 		$421K Buy
820
+238
+41% +$119K 0.04% 139
2026
Q1 		$291K Buy
582
+62
+12% +$32.7K 0.04% 139
2025
Q4 		$297K Buy
+520
New +$291K 0.04% 133

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

Buck Wealth Strategies's MA Position: Q2 2026 in Review

Buck Wealth Strategies increased its Mastercard (MA) stake by 41% in Q2 2026, buying an estimated $119K and bringing the position to 820 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #139.

Buck Wealth Strategies first reported a position in MA in Q4 2025 and has held it in 3 quarters since. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Buck Wealth Strategies held 820 shares of Mastercard worth $421K as of Q2 2026.
  • Buck Wealth Strategies bought 238 Mastercard shares in Q2 2026, an estimated $119K.
  • Mastercard made up 0.04% of Buck Wealth Strategies's portfolio in Q2 2026, its #139 holding.
  • Buck Wealth Strategies first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.