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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
Q2 		$1.07M Sell
2,075
-20
-1% -$9.97K 0.7% 31
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 $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

Chung Wu Investment Group's MA Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Mastercard (MA) stake by 0.95% in Q2 2026, selling an estimated $9.97K and leaving 2,075 shares worth $1.07M. The position accounts for 0.7% of the portfolio, ranked #31.

Chung Wu Investment Group first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q3 2025. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Chung Wu Investment Group held 2,075 shares of Mastercard worth $1.07M as of Q2 2026.
  • Chung Wu Investment Group sold 20 Mastercard shares in Q2 2026, an estimated $9.97K.
  • Mastercard made up 0.7% of Chung Wu Investment Group's portfolio in Q2 2026, its #31 holding.
  • Chung Wu Investment Group first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • Chung Wu Investment Group's Mastercard position peaked at $1.26M in Q3 2025.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.