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Fiduciary Wealth Partners’s Mastercard MA Stock Holding History

Fiduciary 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 		$259K Buy
505
+12
+2% +$5.98K 0.14% 56
2026
Q1 		$246K Sell
493
-328
-40% -$173K 0.16% 49
2025
Q4 		$469K Sell
821
-8
-1% -$4.47K 0.19% 43
2025
Q3 		$472K Buy
+829
New +$476K 0.2% 44
2025
Q2 		– Sell
-413
Closed -$228K – 75
2025
Q1 		$226K Buy
+413
New +$225K 0.2% 35

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

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

Fiduciary Wealth Partners increased its Mastercard (MA) stake by 2.4% in Q2 2026, buying an estimated $5.98K and bringing the position to 505 shares worth $259K. The position accounts for 0.14% of the portfolio, ranked #56.

Fiduciary Wealth Partners first reported a position in MA in Q1 2025 and has held it in 5 quarters since. The position peaked at $472K in Q3 2025. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Fiduciary Wealth Partners held 505 shares of Mastercard worth $259K as of Q2 2026.
  • Fiduciary Wealth Partners bought 12 Mastercard shares in Q2 2026, an estimated $5.98K.
  • Mastercard made up 0.14% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Fiduciary Wealth Partners first reported a position in Mastercard in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Wealth Partners's Mastercard position peaked at $472K in Q3 2025.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.