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Chung Wu Investment Group’s Mastercard MA Stock Holding History

Chung Wu Investment Group’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 		$1.05M Sell
2,095
-95
-4% -$50K 0.9% 27
2025
Q4 		$1.25M Sell
2,190
-30
-1% -$16.8K 1.02% 23
2025
Q3 		$1.26M Hold
2,220
– – 1.05% 26
2025
Q2 		$1.25M Hold
2,220
– – 1.3% 18
2025
Q1 		$1.22M Hold
2,220
– – 1.45% 21
2024
Q4 		$1.17M Buy
+2,220
New +$1.15M 1.18% 22

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 $33.7B AUM 8.48% 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

Chung Wu Investment Group's MA Position: Q1 2026 in Review

Chung Wu Investment Group reduced its Mastercard (MA) stake by 4.3% in Q1 2026, selling an estimated $50K and leaving 2,095 shares worth $1.05M. The position accounts for 0.9% of the portfolio, ranked #27.

Chung Wu Investment Group first reported a position in MA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Chung Wu Investment Group held 2,095 shares of Mastercard worth $1.05M as of Q1 2026.
  • Chung Wu Investment Group sold 95 Mastercard shares in Q1 2026, an estimated $50K.
  • Mastercard made up 0.9% of Chung Wu Investment Group's portfolio in Q1 2026, its #27 holding.
  • Chung Wu Investment Group first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • Chung Wu Investment Group's Mastercard position peaked at $1.26M in Q3 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.