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Financial Advocates Investment Management’s Mastercard MA Stock Holding History

Financial Advocates Investment 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
2024
Q3 		– Sell
-400
Closed -$176K – 796
2024
Q2 		$176K Buy
+400
New +$182K 0.01% 680

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's MA Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Mastercard (MA) stake by 82% in Q3 2025, selling an estimated $987K and leaving 373 shares worth $212K. The position accounts for 0.12% of the portfolio, ranked #102.

Financial Advocates Investment Management first reported a position in MA in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.49M in Q4 2024. 3,506 funds tracked by Wall St. Rank hold MA as of Q3 2025.

  • Financial Advocates Investment Management held 373 shares of Mastercard worth $212K as of Q3 2025.
  • Financial Advocates Investment Management sold 1,719 Mastercard shares in Q3 2025, an estimated $987K.
  • Mastercard made up 0.12% of Financial Advocates Investment Management's portfolio in Q3 2025, its #102 holding.
  • Financial Advocates Investment Management first reported a position in Mastercard in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's Mastercard position peaked at $3.49M in Q4 2024.
  • 3,506 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.