Cahill Wealth Management’s Mastercard MA Stock Holding History

Cahill Wealth Management’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
2025 Q1	$1.13M	Hold	2,061	–	–	0.58%	24
2024 Q4	$1.09M	Hold	2,061	–	–	0.55%	25
2024 Q3	$1.02M	Sell	2,061 -4	-0.2%	-$1.86K	0.53%	25
2024 Q2	$911K	Buy	2,065 +4	+0.2%	+$1.82K	0.54%	23
2024 Q1	$993K	Hold	2,061	–	–	0.58%	23
2023 Q4	$879K	Hold	2,061	–	–	0.59%	25
2023 Q3	$816K	Hold	2,061	–	–	0.63%	25
2023 Q2	$811K	Hold	2,061	–	–	0.56%	26
2023 Q1	$749K	Hold	2,061	–	–	0.55%	28
2022 Q4	$764K	Hold	2,061	–	–	0.56%	28
2022 Q3	$586K	Hold	2,061	–	–	0.52%	27
2022 Q2	$650K	Hold	2,061	–	–	0.55%	27
2022 Q1	$736K	Buy	+2,061	New	+$741K	0.55%	24

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cahill Wealth Management's MA Position: Q1 2025 in Review

Cahill Wealth Management held its Mastercard (MA) position steady in Q1 2025 at 2,061 shares worth $1.13M. The position accounts for 0.58% of the portfolio, ranked #24.

Cahill Wealth Management first reported a position in MA in Q1 2022 and has held it in 13 quarters since. 3,487 funds tracked by Wall St. Rank hold MA as of Q1 2025.

Cahill Wealth Management held 2,061 shares of Mastercard worth $1.13M as of Q1 2025.
Cahill Wealth Management left its Mastercard share count unchanged in Q1 2025.
Mastercard made up 0.58% of Cahill Wealth Management's portfolio in Q1 2025, its #24 holding.
Cahill Wealth Management first reported a position in Mastercard in Q1 2022 and has held it in 13 quarters since.
3,487 funds tracked by Wall St. Rank held Mastercard as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.