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Catherine Avery Investment Management’s Mastercard MA Stock Holding History

Catherine Avery Investment 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
Q1 		– Sell
-5
Closed -$2.85K – 132
2025
Q4 		$2.85K Hold
5
– – ﹤0.01% 130
2025
Q3 		$2.84K Hold
5
– – ﹤0.01% 132
2025
Q2 		$2.81K Hold
5
– – ﹤0.01% 133
2025
Q1 		$2.74K Hold
5
– – ﹤0.01% 129
2024
Q4 		$2.63K Buy
+5
New +$2.59K ﹤0.01% 134

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

Catherine Avery Investment Management's MA Position: Q1 2026 in Review

Catherine Avery Investment Management sold out of Mastercard (MA) in Q1 2026, closing a stake of 5 shares — an estimated $2.85K sold.

Catherine Avery Investment Management first reported a position in MA in Q4 2024 and held it in 5 quarters. The position peaked at $2.85K in Q4 2025. 3,622 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Catherine Avery Investment Management reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • Catherine Avery Investment Management sold 5 Mastercard shares in Q1 2026, an estimated $2.85K.
  • Catherine Avery Investment Management first reported a position in Mastercard in Q4 2024 and held it in 5 quarters.
  • Catherine Avery Investment Management's Mastercard position peaked at $2.85K in Q4 2025.
  • 3,622 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Catherine Avery Investment Management's 13F filing for Q1 2026, filed 15 May 2026.