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Cardinal Strategic Wealth Guidance’s Mastercard MA Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$209K Sell
406
-2
-0.5% -$997 0.05% 57
2026
Q1 		$204K Buy
408
+20
+5% +$10.5K 0.05% 52
2025
Q4 		$222K Hold
388
– – 0.06% 52
2025
Q3 		$221K Sell
388
-270
-41% -$155K 0.06% 51
2025
Q2 		$370K Sell
658
-15
-2% -$8.29K 0.11% 43
2025
Q1 		$369K Sell
673
-43
-6% -$23.4K 0.12% 42
2024
Q4 		$377K Sell
716
-36
-5% -$18.6K 0.12% 47
2024
Q3 		$371K Sell
752
-30
-4% -$14K 0.12% 41
2024
Q2 		$345K Sell
782
-23
-3% -$10.5K 0.12% 42
2024
Q1 		$388K Sell
805
-259
-24% -$118K 0.15% 40
2023
Q4 		$454K Hold
1,064
– – 0.18% 43
2023
Q3 		$421K Sell
1,064
-94
-8% -$37.7K 0.2% 42
2023
Q2 		$455K Sell
1,158
-33
-3% -$12.4K 0.2% 41
2023
Q1 		$433K Sell
1,191
-316
-21% -$115K 0.2% 44
2022
Q4 		$524K Sell
1,507
-291
-16% -$95.8K 0.25% 44
2022
Q3 		$511K Sell
1,798
-67
-4% -$22.2K 0.27% 39
2022
Q2 		$588K Sell
1,865
-63
-3% -$21.7K 0.3% 41
2022
Q1 		$689K Sell
1,928
-33
-2% -$11.9K 0.32% 43
2021
Q4 		$705K Hold
1,961
– – 0.33% 46
2021
Q3 		$682K Hold
1,961
– – 0.36% 44
2021
Q2 		$716K Sell
1,961
-25
-1% -$9.29K 0.38% 40
2021
Q1 		$707K Sell
1,986
-29
-1% -$10.1K 0.41% 37
2020
Q4 		$719K Sell
2,015
-10
-0.5% -$3.33K 0.43% 30
2020
Q3 		$685K Sell
2,025
-135
-6% -$43.9K 0.48% 28
2020
Q2 		$639K Sell
2,160
-119
-5% -$33.5K 0.48% 26
2020
Q1 		$551K Sell
2,279
-413
-15% -$123K 0.5% 29
2019
Q4 		$804K Buy
+2,692
New +$759K 0.69% 27

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 $3.38T AUM 44.17% 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 Strategic Wealth Guidance's MA Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance reduced its Mastercard (MA) stake by 0.49% in Q2 2026, selling an estimated $997 and leaving 406 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #57.

Cardinal Strategic Wealth Guidance first reported a position in MA in Q4 2019 and has held it in 27 quarters since. The position peaked at $804K in Q4 2019. 3,631 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Cardinal Strategic Wealth Guidance held 406 shares of Mastercard worth $209K as of Q2 2026.
  • Cardinal Strategic Wealth Guidance sold 2 Mastercard shares in Q2 2026, an estimated $997.
  • Mastercard made up 0.05% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #57 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in Mastercard in Q4 2019 and has held it in 27 quarters since.
  • Cardinal Strategic Wealth Guidance's Mastercard position peaked at $804K in Q4 2019.
  • 3,631 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.