Builder Investment Group’s Mastercard MA Stock Holding History

Builder Investment 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	–	Sell	-357	Closed	-$204K	–	106
2025 Q4	$204K	Sell	357 -129	-27%	-$72.1K	0.04%	101
2025 Q3	$276K	Hold	486	–	–	0.06%	89
2025 Q2	$273K	Sell	486 -10	-2%	-$5.53K	0.07%	87
2025 Q1	$272K	Hold	496	–	–	0.08%	85
2024 Q4	$261K	Hold	496	–	–	0.07%	87
2024 Q3	$245K	Hold	496	–	–	0.07%	90
2024 Q2	$219K	Hold	496	–	–	0.06%	95
2024 Q1	$239K	Hold	496	–	–	0.07%	90
2023 Q4	$212K	Buy	+496	New	+$199K	0.08%	96

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

Builder Investment Group's MA Position: Q1 2026 in Review

Builder Investment Group sold out of Mastercard (MA) in Q1 2026, closing a stake of 357 shares — an estimated $204K sold.

Builder Investment Group first reported a position in MA in Q4 2023 and held it in 9 quarters. The position peaked at $276K in Q3 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Builder Investment Group reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
Builder Investment Group sold 357 Mastercard shares in Q1 2026, an estimated $204K.
Builder Investment Group first reported a position in Mastercard in Q4 2023 and held it in 9 quarters.
Builder Investment Group's Mastercard position peaked at $276K in Q3 2025.
3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Builder Investment Group's 13F filing for Q1 2026, filed 14 Apr 2026.