CFFP
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Center for Financial Planning’s Mastercard MA Stock Holding History

Center for Financial Planning’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 		$154K Hold
300
– – 0.01% 197
2026
Q1 		$150K Hold
300
– – 0.02% 190
2025
Q4 		$171K Hold
300
– – 0.02% 184
2025
Q3 		$171K Hold
300
– – 0.02% 180
2025
Q2 		$169K Hold
300
– – 0.02% 176
2025
Q1 		$164K Hold
300
– – 0.02% 169
2024
Q4 		$158K Hold
300
– – 0.02% 162
2024
Q3 		$148K Hold
300
– – 0.02% 160
2024
Q2 		$132K Hold
300
– – 0.02% 162
2024
Q1 		$144K Buy
300
+200
+200% +$91.4K 0.02% 161
2023
Q4 		$42.7K Hold
100
– – 0.01% 239
2023
Q3 		$39.6K Hold
100
– – 0.01% 234
2023
Q2 		$39.3K Sell
100
-80
-44% -$30K 0.01% 257
2023
Q1 		$65.4K Hold
180
– – 0.02% 194
2022
Q4 		$62.6K Sell
180
-39
-18% -$12.8K 0.02% 198
2022
Q3 		$62K Buy
219
+32
+17% +$10.6K 0.02% 193
2022
Q2 		$59K Hold
187
– – 0.02% 206
2022
Q1 		$67K Hold
187
– – 0.01% 207
2021
Q4 		$67K Buy
187
+7
+4% +$2.42K 0.01% 207
2021
Q3 		$63K Hold
180
– – 0.02% 200
2021
Q2 		$66K Sell
180
-89
-33% -$33.1K 0.02% 198
2021
Q1 		$96K Buy
269
+180
+202% +$62.8K 0.03% 164
2020
Q4 		$32K Hold
89
– – 0.01% 243
2020
Q3 		$30K Hold
89
– – 0.01% 224
2020
Q2 		$26K Sell
89
-106
-54% -$29.9K 0.01% 235
2020
Q1 		$47K Buy
195
+106
+119% +$31.5K 0.02% 177
2019
Q4 		$27K Buy
+89
New +$25.1K 0.01% 235

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

Center for Financial Planning's MA Position: Q2 2026 in Review

Center for Financial Planning held its Mastercard (MA) position steady in Q2 2026 at 300 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #197.

Center for Financial Planning first reported a position in MA in Q4 2019 and has held it in 27 quarters since. The position peaked at $171K in Q4 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Center for Financial Planning held 300 shares of Mastercard worth $154K as of Q2 2026.
  • Center for Financial Planning left its Mastercard share count unchanged in Q2 2026.
  • Mastercard made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #197 holding.
  • Center for Financial Planning first reported a position in Mastercard in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Mastercard position peaked at $171K in Q4 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.