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Cardinal Point Capital Management’s Mastercard MA Stock Holding History

Cardinal Point Capital 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
2026
Q2 		$724K Sell
1,409
-500
-26% -$249K 0.04% 150
2026
Q1 		$954K Sell
1,909
-5
-0.3% -$2.63K 0.06% 122
2025
Q4 		$1.09M Buy
1,914
+16
+0.8% +$8.94K 0.07% 113
2025
Q3 		$1.08M Sell
1,898
-30
-2% -$17.2K 0.08% 110
2025
Q2 		$1.08M Buy
+1,928
New +$1.07M 0.09% 103

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

Cardinal Point Capital Management's MA Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Mastercard (MA) stake by 26% in Q2 2026, selling an estimated $249K and leaving 1,409 shares worth $724K. The position accounts for 0.04% of the portfolio, ranked #150.

Cardinal Point Capital Management first reported a position in MA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Cardinal Point Capital Management held 1,409 shares of Mastercard worth $724K as of Q2 2026.
  • Cardinal Point Capital Management sold 500 Mastercard shares in Q2 2026, an estimated $249K.
  • Mastercard made up 0.04% of Cardinal Point Capital Management's portfolio in Q2 2026, its #150 holding.
  • Cardinal Point Capital Management first reported a position in Mastercard in Q2 2025 and has held it in 5 quarters since.
  • Cardinal Point Capital Management's Mastercard position peaked at $1.09M in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.