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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
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

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 $33.7B AUM 8.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Companies's MA Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Mastercard (MA) in Q2 2025: 734 shares worth $412K. The stake represents 0.08% of the portfolio and ranks #113 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MA as recently as Q4 2024.

Financial Gravity Companies first reported a position in MA in Q4 2017 and has held it in 6 quarters since. 3,527 funds tracked by Wall St. Rank hold MA as of Q2 2025.

  • Financial Gravity Companies held 734 shares of Mastercard worth $412K as of Q2 2025.
  • Mastercard was a new Financial Gravity Companies position in Q2 2025.
  • Mastercard made up 0.08% of Financial Gravity Companies's portfolio in Q2 2025, its #113 holding.
  • Financial Gravity Companies first reported a position in Mastercard in Q4 2017 and has held it in 6 quarters since.
  • 3,527 funds tracked by Wall St. Rank held Mastercard as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.