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Cura Wealth Advisors’s Mastercard MA Stock Holding History

Cura Wealth 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
Q1 		– Sell
-537
Closed -$307K – 137
2025
Q4 		$307K Buy
537
+137
+34% +$76.6K 0.12% 93
2025
Q3 		$228K Buy
+400
New +$230K 0.09% 108
2025
Q2 		– Sell
-404
Closed -$221K – 130
2025
Q1 		$221K Buy
+404
New +$220K 0.09% 96

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 $3.38T AUM 44.17% 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

Cura Wealth Advisors's MA Position: Q1 2026 in Review

Cura Wealth Advisors sold out of Mastercard (MA) in Q1 2026, closing a stake of 537 shares — an estimated $307K sold.

Cura Wealth Advisors first reported a position in MA in Q1 2025 and held it in 3 quarters. The position peaked at $307K in Q4 2025. 3,633 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Cura Wealth Advisors reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • Cura Wealth Advisors sold 537 Mastercard shares in Q1 2026, an estimated $307K.
  • Cura Wealth Advisors first reported a position in Mastercard in Q1 2025 and held it in 3 quarters.
  • Cura Wealth Advisors's Mastercard position peaked at $307K in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Cura Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.