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Evolution Wealth Management’s Mastercard MA Stock Holding History

Evolution Wealth 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 		$84.2K Buy
169
+115
+213% +$60.6K 0.06% 193
2025
Q4 		$30.6K Buy
54
+1
+2% +$559 0.03% 304
2025
Q3 		$30.4K Buy
53
+2
+4% +$1.15K 0.03% 254
2025
Q2 		$28.9K Buy
+51
New +$28.2K 0.04% 236

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

Evolution Wealth Management's MA Position: Q1 2026 in Review

Evolution Wealth Management increased its Mastercard (MA) stake by 213% in Q1 2026, buying an estimated $60.6K and bringing the position to 169 shares worth $84.2K. The position accounts for 0.06% of the portfolio, ranked #193.

Evolution Wealth Management first reported a position in MA in Q2 2025 and has held it in 4 quarters since. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Evolution Wealth Management held 169 shares of Mastercard worth $84.2K as of Q1 2026.
  • Evolution Wealth Management bought 115 Mastercard shares in Q1 2026, an estimated $60.6K.
  • Mastercard made up 0.06% of Evolution Wealth Management's portfolio in Q1 2026, its #193 holding.
  • Evolution Wealth Management first reported a position in Mastercard in Q2 2025 and has held it in 4 quarters since.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.