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Eagle Wealth Advisors’s Mastercard MA Stock Holding History

Eagle 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
Q2 		$610K Sell
1,188
-499
-30% -$249K 0.47% 43
2026
Q1 		$843K Sell
1,687
-877
-34% -$462K 0.78% 30
2025
Q4 		$1.46M Buy
+2,564
New +$1.43M 1.25% 16

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

Eagle Wealth Advisors's MA Position: Q2 2026 in Review

Eagle Wealth Advisors reduced its Mastercard (MA) stake by 30% in Q2 2026, selling an estimated $249K and leaving 1,188 shares worth $610K. The position accounts for 0.47% of the portfolio, ranked #43.

Eagle Wealth Advisors first reported a position in MA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q4 2025. 3,588 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Eagle Wealth Advisors held 1,188 shares of Mastercard worth $610K as of Q2 2026.
  • Eagle Wealth Advisors sold 499 Mastercard shares in Q2 2026, an estimated $249K.
  • Mastercard made up 0.47% of Eagle Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Eagle Wealth Advisors first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • Eagle Wealth Advisors's Mastercard position peaked at $1.46M in Q4 2025.
  • 3,588 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Eagle Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.