EFP
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Elser Financial Planning’s Mastercard MA Stock Holding History

Elser Financial Planning’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 		$238K Buy
463
+14
+3% +$6.98K 0.01% 116
2026
Q1 		$222K Buy
+449
New +$236K 0.01% 126
2025
Q1 		– Sell
-466
Closed -$245K – 92
2024
Q4 		$245K Buy
+466
New +$241K 0.01% 96

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

Elser Financial Planning's MA Position: Q2 2026 in Review

Elser Financial Planning increased its Mastercard (MA) stake by 3.1% in Q2 2026, buying an estimated $6.98K and bringing the position to 463 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #116.

Elser Financial Planning first reported a position in MA in Q4 2024 and has held it in 3 quarters since. The position peaked at $245K in Q4 2024. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Elser Financial Planning held 463 shares of Mastercard worth $238K as of Q2 2026.
  • Elser Financial Planning bought 14 Mastercard shares in Q2 2026, an estimated $6.98K.
  • Mastercard made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #116 holding.
  • Elser Financial Planning first reported a position in Mastercard in Q4 2024 and has held it in 3 quarters since.
  • Elser Financial Planning's Mastercard position peaked at $245K in Q4 2024.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.