CWL
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Causey Wealth LLC’s Mastercard MA Stock Holding History

Causey Wealth LLC’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 		$414K Hold
806
– – 0.16% 62
2026
Q1 		$403K Buy
806
+127
+19% +$66.9K 0.17% 60
2025
Q4 		$388K Buy
679
+256
+61% +$143K 0.18% 56
2025
Q3 		$241K Hold
423
– – 0.12% 63
2025
Q2 		$238K Sell
423
-470
-53% -$260K 0.12% 60
2025
Q1 		$489K Hold
893
– – 0.27% 44
2024
Q4 		$470K Buy
+893
New +$462K 0.27% 43

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

Causey Wealth LLC's MA Position: Q2 2026 in Review

Causey Wealth LLC held its Mastercard (MA) position steady in Q2 2026 at 806 shares worth $414K. The position accounts for 0.16% of the portfolio, ranked #62.

Causey Wealth LLC first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $489K in Q1 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Causey Wealth LLC held 806 shares of Mastercard worth $414K as of Q2 2026.
  • Causey Wealth LLC left its Mastercard share count unchanged in Q2 2026.
  • Mastercard made up 0.16% of Causey Wealth LLC's portfolio in Q2 2026, its #62 holding.
  • Causey Wealth LLC first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • Causey Wealth LLC's Mastercard position peaked at $489K in Q1 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.