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Financial Gravity Companies’s Mastercard MA Stock Holding History

Financial Gravity Companies’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 		$330K Buy
+643
New +$321K 0.05% 128
2025
Q2 		$412K Buy
+734
New +$406K 0.08% 113
2024
Q4 		$10.5K Hold
20
– – ﹤0.01% 553
2024
Q3 		$9.88K Buy
+20
New +$9.3K ﹤0.01% 357
2018
Q4 		$210K Buy
+980
New +$195K 0.19% 116
2018
Q1 		$133K Sell
717
-10
-1% -$1.71K 0.14% 157
2017
Q4 		$123K Buy
+727
New +$108K 0.14% 149

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

Financial Gravity Companies's MA Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Mastercard (MA) in Q2 2026: 643 shares worth $330K. The stake represents 0.05% of the portfolio and ranks #128 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MA as recently as Q2 2025.

Financial Gravity Companies first reported a position in MA in Q4 2017 and has held it in 7 quarters since. The position peaked at $412K in Q2 2025. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Financial Gravity Companies held 643 shares of Mastercard worth $330K as of Q2 2026.
  • Mastercard was a new Financial Gravity Companies position in Q2 2026.
  • Mastercard made up 0.05% of Financial Gravity Companies's portfolio in Q2 2026, its #128 holding.
  • Financial Gravity Companies first reported a position in Mastercard in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Mastercard position peaked at $412K in Q2 2025.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.