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Colton Groome Financial Advisors’s Mastercard MA Stock Holding History

Colton Groome Financial Advisors’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 		$666K Buy
1,297
+6
+0.5% +$2.99K 0.16% 83
2026
Q1 		$645K Hold
1,291
– – 0.18% 72
2025
Q4 		$737K Buy
1,291
+489
+61% +$273K 0.21% 70
2025
Q3 		$456K Buy
802
+61
+8% +$35K 0.14% 85
2025
Q2 		$416K Buy
+741
New +$410K 0.14% 87

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

Colton Groome Financial Advisors's MA Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Mastercard (MA) stake by 0.46% in Q2 2026, buying an estimated $2.99K and bringing the position to 1,297 shares worth $666K. The position accounts for 0.16% of the portfolio, ranked #83.

Colton Groome Financial Advisors first reported a position in MA in Q2 2025 and has held it in 5 quarters since. The position peaked at $737K in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Colton Groome Financial Advisors held 1,297 shares of Mastercard worth $666K as of Q2 2026.
  • Colton Groome Financial Advisors bought 6 Mastercard shares in Q2 2026, an estimated $2.99K.
  • Mastercard made up 0.16% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • Colton Groome Financial Advisors first reported a position in Mastercard in Q2 2025 and has held it in 5 quarters since.
  • Colton Groome Financial Advisors's Mastercard position peaked at $737K in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.