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Evergreen Wealth Solutions’s Mastercard MA Stock Holding History

Evergreen Wealth Solutions’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 		$2.35M Buy
4,694
+2,551
+119% +$1.34M 0.17% 102
2025
Q4 		$1.22M Buy
2,143
+4
+0.2% +$2.24K 0.17% 67
2025
Q3 		$1.22M Sell
2,139
-419
-16% -$241K 0.69% 28
2025
Q2 		$1.44M Buy
2,558
+341
+15% +$189K 0.87% 25
2025
Q1 		$1.22M Sell
2,217
-460
-17% -$250K 0.82% 22
2024
Q4 		$1.41M Buy
2,677
+168
+7% +$87K 0.98% 20
2024
Q3 		$1.24M Sell
2,509
-595
-19% -$277K 0.84% 18
2024
Q2 		$1.37M Sell
3,104
-653
-17% -$297K 0.97% 17
2024
Q1 		$1.81M Sell
3,757
-656
-15% -$300K 1.34% 10
2023
Q4 		$1.88M Sell
4,413
-243
-5% -$97.6K 1.61% 10
2023
Q3 		$1.84M Sell
4,656
-279
-6% -$112K 1.86% 7
2023
Q2 		$1.94M Buy
4,935
+31
+0.6% +$11.6K 1.96% 7
2023
Q1 		$1.78M Sell
4,904
-174
-3% -$63.2K 2.06% 7
2022
Q4 		$1.77M Buy
5,078
+91
+2% +$30K 2.33% 7
2022
Q3 		$1.42M Sell
4,987
-260
-5% -$86.2K 2.01% 10
2022
Q2 		$1.66M Buy
5,247
+65
+1% +$22.4K 2.03% 7
2022
Q1 		$1.85M Buy
5,182
+49
+1% +$17.6K 1.8% 10
2021
Q4 		$1.84M Buy
+5,133
New +$1.78M 1.67% 10

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

Evergreen Wealth Solutions's MA Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Mastercard (MA) stake by 119% in Q1 2026, buying an estimated $1.34M and bringing the position to 4,694 shares worth $2.35M. The position accounts for 0.17% of the portfolio, ranked #102.

Evergreen Wealth Solutions first reported a position in MA in Q4 2021 and has held it in 18 quarters since. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Evergreen Wealth Solutions held 4,694 shares of Mastercard worth $2.35M as of Q1 2026.
  • Evergreen Wealth Solutions bought 2,551 Mastercard shares in Q1 2026, an estimated $1.34M.
  • Mastercard made up 0.17% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #102 holding.
  • Evergreen Wealth Solutions first reported a position in Mastercard in Q4 2021 and has held it in 18 quarters since.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.