EWP
MA icon

Equity Wealth Partners’s Mastercard MA Stock Holding History

Equity Wealth Partners’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 		$207K Buy
+403
New +$201K 0.07% 106
2026
Q1 		– Sell
-392
Closed -$224K – 78
2025
Q4 		$224K Buy
+392
New +$219K 0.15% 74

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

Equity Wealth Partners's MA Position: Q2 2026 in Review

Equity Wealth Partners opened a new position in Mastercard (MA) in Q2 2026: 403 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings. This is a return to the name: Equity Wealth Partners previously reported a position in MA as recently as Q4 2025.

Equity Wealth Partners first reported a position in MA in Q4 2025 and has held it in 2 quarters since. The position peaked at $224K in Q4 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Equity Wealth Partners held 403 shares of Mastercard worth $207K as of Q2 2026.
  • Mastercard was a new Equity Wealth Partners position in Q2 2026.
  • Mastercard made up 0.07% of Equity Wealth Partners's portfolio in Q2 2026, its #106 holding.
  • Equity Wealth Partners first reported a position in Mastercard in Q4 2025 and has held it in 2 quarters since.
  • Equity Wealth Partners's Mastercard position peaked at $224K in Q4 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.