CWM
MA icon

Challenger Wealth Management’s Mastercard MA Stock Holding History

Challenger Wealth 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 		$1.11M Sell
2,229
-20
-0.9% -$10.5K 0.89% 26
2025
Q4 		$1.28M Sell
2,249
-3
-0.1% -$1.68K 0.98% 23
2025
Q3 		$1.28M Sell
2,252
-471
-17% -$270K 1% 22
2025
Q2 		$1.53M Sell
2,723
-9
-0.3% -$4.98K 1.06% 21
2025
Q1 		$1.5M Sell
2,732
-2
-0.1% -$1.09K 1.19% 19
2024
Q4 		$1.44M Buy
+2,734
New +$1.42M 1.24% 20

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Challenger Wealth Management's MA Position: Q1 2026 in Review

Challenger Wealth Management reduced its Mastercard (MA) stake by 0.89% in Q1 2026, selling an estimated $10.5K and leaving 2,229 shares worth $1.11M. The position accounts for 0.89% of the portfolio, ranked #26.

Challenger Wealth Management first reported a position in MA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q2 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Challenger Wealth Management held 2,229 shares of Mastercard worth $1.11M as of Q1 2026.
  • Challenger Wealth Management sold 20 Mastercard shares in Q1 2026, an estimated $10.5K.
  • Mastercard made up 0.89% of Challenger Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Challenger Wealth Management first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • Challenger Wealth Management's Mastercard position peaked at $1.53M in Q2 2025.
  • 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.