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Cherry Tree Wealth Management’s Mastercard MA Stock Holding History

Cherry Tree 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 		$1.5K Hold
3
– – ﹤0.01% 526
2025
Q4 		$1.71K Hold
3
– – ﹤0.01% 529
2025
Q3 		$1.71K Hold
3
– – ﹤0.01% 522
2025
Q2 		$1.69K Sell
3
-42
-93% -$23.2K ﹤0.01% 537
2025
Q1 		$24.7K Hold
45
– – 0.01% 317
2024
Q4 		$23.7K Hold
45
– – 0.01% 315
2024
Q3 		$22.2K Hold
45
– – 0.01% 330
2024
Q2 		$19.9K Buy
45
+37
+463% +$16.9K 0.01% 330
2024
Q1 		$3.85K Hold
8
– – ﹤0.01% 460
2023
Q4 		$3.41K Hold
8
– – ﹤0.01% 461
2023
Q3 		$3.17K Hold
8
– – ﹤0.01% 452
2023
Q2 		$3.15K Buy
+8
New +$3K ﹤0.01% 459

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

Cherry Tree Wealth Management's MA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Mastercard (MA) position steady in Q1 2026 at 3 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Cherry Tree Wealth Management first reported a position in MA in Q2 2023 and has held it in 12 quarters since. The position peaked at $24.7K in Q1 2025. 3,619 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Cherry Tree Wealth Management held 3 shares of Mastercard worth $1.5K as of Q1 2026.
  • Cherry Tree Wealth Management left its Mastercard share count unchanged in Q1 2026.
  • Mastercard made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #526 holding.
  • Cherry Tree Wealth Management first reported a position in Mastercard in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Mastercard position peaked at $24.7K in Q1 2025.
  • 3,619 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.