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Edge Financial Advisors’s Mastercard MA Stock Holding History

Edge Financial 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
2025
Q4 		$1.07M Sell
939
-6
-0.6% -$3.35K 0.45% 54
2025
Q3 		$1.07M Sell
945
-15
-2% -$8.61K 0.48% 46
2025
Q2 		$539K Buy
960
+46
+5% +$25.4K 0.28% 63
2025
Q1 		$501K Buy
914
+1
+0.1% +$544 0.32% 54
2024
Q4 		$481K Sell
913
-4
-0.4% -$2.07K 0.43% 56
2024
Q3 		$453K Sell
917
-23
-2% -$10.7K 0.4% 56
2024
Q2 		$415K Buy
940
+31
+3% +$14.1K 0.43% 57
2024
Q1 		$438K Buy
+909
New +$416K 0.39% 74

Other funds holding MA

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Edge Financial Advisors's MA Position: Q4 2025 in Review

Edge Financial Advisors reduced its Mastercard (MA) stake by 0.63% in Q4 2025, selling an estimated $3.35K and leaving 939 shares worth $1.07M. The position accounts for 0.45% of the portfolio, ranked #54.

Edge Financial Advisors first reported a position in MA in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q3 2025. 3,722 funds tracked by Wall St. Rank hold MA as of Q4 2025.

  • Edge Financial Advisors held 939 shares of Mastercard worth $1.07M as of Q4 2025.
  • Edge Financial Advisors sold 6 Mastercard shares in Q4 2025, an estimated $3.35K.
  • Mastercard made up 0.45% of Edge Financial Advisors's portfolio in Q4 2025, its #54 holding.
  • Edge Financial Advisors first reported a position in Mastercard in Q1 2024 and has held it in 8 quarters since.
  • Edge Financial Advisors's Mastercard position peaked at $1.07M in Q3 2025.
  • 3,722 funds tracked by Wall St. Rank held Mastercard as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.