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Cornerstone Planning’s Mastercard MA Stock Holding History

Cornerstone Planning’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 		$2.95M Buy
5,744
+130
+2% +$64.8K 0.68% 54
2026
Q1 		$2.81M Sell
5,614
-67
-1% -$35.3K 0.63% 64
2025
Q4 		$3.26M Buy
+5,681
New +$3.18M 0.76% 46
2024
Q4 		$1.96M Buy
+3,727
New +$1.93M 0.75% 41

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

Cornerstone Planning's MA Position: Q2 2026 in Review

Cornerstone Planning increased its Mastercard (MA) stake by 2.3% in Q2 2026, buying an estimated $64.8K and bringing the position to 5,744 shares worth $2.95M. The position accounts for 0.68% of the portfolio, ranked #54.

Cornerstone Planning first reported a position in MA in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.26M in Q4 2025. 3,588 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Cornerstone Planning held 5,744 shares of Mastercard worth $2.95M as of Q2 2026.
  • Cornerstone Planning bought 130 Mastercard shares in Q2 2026, an estimated $64.8K.
  • Mastercard made up 0.68% of Cornerstone Planning's portfolio in Q2 2026, its #54 holding.
  • Cornerstone Planning first reported a position in Mastercard in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Mastercard position peaked at $3.26M in Q4 2025.
  • 3,588 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.