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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
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 $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

Fiduciary Wealth Partners's MA Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its Mastercard (MA) stake by 40% in Q1 2026, selling an estimated $173K and leaving 493 shares worth $246K. The position accounts for 0.16% of the portfolio, ranked #49.

Fiduciary Wealth Partners first reported a position in MA in Q1 2025 and has held it in 4 quarters since. The position peaked at $472K in Q3 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Fiduciary Wealth Partners held 493 shares of Mastercard worth $246K as of Q1 2026.
  • Fiduciary Wealth Partners sold 328 Mastercard shares in Q1 2026, an estimated $173K.
  • Mastercard made up 0.16% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #49 holding.
  • Fiduciary Wealth Partners first reported a position in Mastercard in Q1 2025 and has held it in 4 quarters since.
  • Fiduciary Wealth Partners's Mastercard position peaked at $472K in Q3 2025.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.