DWM
MA icon

Drive Wealth Management’s Mastercard MA Stock Holding History

Drive Wealth Management’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 		$1.27M Sell
2,547
-265
-9% -$140K 0.27% 75
2025
Q4 		$1.6M Buy
2,812
+130
+5% +$72.7K 0.31% 61
2025
Q3 		$1.53M Buy
2,682
+121
+5% +$69.5K 0.32% 67
2025
Q2 		$1.44M Sell
2,561
-22
-0.9% -$12.2K 0.32% 73
2025
Q1 		$1.42M Buy
2,583
+20
+0.8% +$10.9K 0.33% 71
2024
Q4 		$1.35M Buy
2,563
+32
+1% +$16.6K 0.33% 59
2024
Q3 		$1.25M Sell
2,531
-38
-1% -$17.7K 0.33% 58
2024
Q2 		$1.13M Buy
2,569
+47
+2% +$21.4K 0.31% 66
2024
Q1 		$1.21M Sell
2,522
-213
-8% -$97.4K 0.34% 61
2023
Q4 		$1.17M Sell
2,735
-76
-3% -$30.5K 0.38% 53
2023
Q3 		$1.11M Sell
2,811
-217
-7% -$87.1K 0.41% 55
2023
Q2 		$1.19M Sell
3,028
-37
-1% -$13.9K 0.44% 53
2023
Q1 		$1.11M Sell
3,065
-1,244
-29% -$452K 0.47% 50
2022
Q4 		$1.5M Buy
4,309
+544
+14% +$179K 0.75% 29
2022
Q3 		$1.07M Sell
3,765
-288
-7% -$95.5K 1.02% 20
2022
Q2 		$1.28M Buy
4,053
+247
+6% +$85.1K 1.17% 12
2022
Q1 		$1.36M Buy
3,806
+771
+25% +$277K 1.15% 16
2021
Q4 		$1.09M Buy
+3,035
New +$1.05M 0.96% 18

Other funds holding MA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return