Destiny Wealth Partners’s Mastercard MA Stock Holding History

Destiny Wealth Partners’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	$217K	Buy	435 +23	+6%	+$12.1K	0.02%	216
2025 Q4	$217K	Sell	412 -101	-20%	-$56.5K	0.02%	198
2025 Q3	$292K	Sell	513 -82	-14%	-$47.1K	0.04%	168
2025 Q2	$334K	Sell	595 -10	-2%	-$5.53K	0.04%	147
2025 Q1	$332K	Sell	605 -120	-17%	-$65.3K	0.05%	128
2024 Q4	$382K	Buy	+725	New	+$375K	0.06%	122
2024 Q1	–	Sell	-1,078	Closed	-$453K	–	162
2023 Q4	$453K	Hold	1,078	–	–	0.09%	99
2023 Q3	$427K	Hold	1,078	–	–	0.09%	104
2023 Q2	$428K	Hold	1,078	–	–	0.08%	106
2023 Q1	$392K	Buy	1,078 +14	+1%	+$5.08K	0.08%	108
2022 Q4	$370K	Sell	1,064 -35	-3%	-$11.5K	0.08%	115
2022 Q3	$312K	Sell	1,099 -19	-2%	-$6.3K	0.07%	116
2022 Q2	$353K	Sell	1,118 -23	-2%	-$7.92K	0.08%	103
2022 Q1	$408K	Hold	1,141	–	–	0.08%	106
2021 Q4	$410K	Hold	1,141	–	–	0.08%	118
2021 Q3	$397K	Sell	1,141 -32	-3%	-$11.6K	0.08%	116
2021 Q2	$428K	Hold	1,173	–	–	0.08%	127
2021 Q1	$418K	Sell	1,173 -440	-27%	-$154K	0.09%	113
2020 Q4	$576K	Buy	+1,613	New	+$537K	0.12%	94

Other funds holding MA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destiny Wealth Partners's MA Position: Q1 2026 in Review

Destiny Wealth Partners increased its Mastercard (MA) stake by 5.6% in Q1 2026, buying an estimated $12.1K and bringing the position to 435 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #216.

Destiny Wealth Partners first reported a position in MA in Q4 2020 and has held it in 19 quarters since. The position peaked at $576K in Q4 2020. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Destiny Wealth Partners held 435 shares of Mastercard worth $217K as of Q1 2026.
Destiny Wealth Partners bought 23 Mastercard shares in Q1 2026, an estimated $12.1K.
Mastercard made up 0.02% of Destiny Wealth Partners's portfolio in Q1 2026, its #216 holding.
Destiny Wealth Partners first reported a position in Mastercard in Q4 2020 and has held it in 19 quarters since.
Destiny Wealth Partners's Mastercard position peaked at $576K in Q4 2020.
3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.