EWM
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Elevatus Welath Management’s Mastercard MA Stock Holding History

Elevatus Welath 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 		$368K Buy
737
+9
+1% +$4.74K 0.19% 90
2025
Q4 		$415K Buy
728
+3
+0.4% +$1.68K 0.11% 99
2025
Q3 		$413K Buy
725
+1
+0.1% +$574 0.12% 85
2025
Q2 		$407K Buy
724
+13
+2% +$7.19K 0.14% 74
2025
Q1 		$390K Sell
711
-279
-28% -$152K 0.22% 64
2024
Q4 		$521K Buy
990
+296
+43% +$153K 0.18% 56
2024
Q3 		$342K Sell
694
-97
-12% -$45.1K 0.11% 70
2024
Q2 		$349K Sell
791
-277
-26% -$126K 0.13% 72
2024
Q1 		$514K Hold
1,068
– – 0.2% 54
2023
Q4 		$456K Buy
1,068
+421
+65% +$169K 0.21% 56
2023
Q3 		$256K Buy
+647
New +$260K 0.23% 54

Other funds holding MA

BlackRock
BlackRock New York $5.72T 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 $1.56T 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
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