Financial Network Wealth Advisors’s Mastercard MA Stock Holding History

Financial Network Wealth Advisors’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	$205K	Sell	399 -51	-11%	-$25.4K	0.21%	98
2026 Q1	$225K	Sell	450 -159	-26%	-$83.7K	0.23%	82
2025 Q4	$348K	Sell	609 -17	-3%	-$9.5K	0.36%	55
2025 Q3	$356K	Sell	626 -15	-2%	-$8.61K	0.39%	49
2025 Q2	$360K	Buy	641 +13	+2%	+$7.19K	0.44%	45
2025 Q1	$344K	Buy	628 +101	+19%	+$55K	0.45%	45
2024 Q4	$278K	Sell	527 -700	-57%	-$362K	0.52%	38
2024 Q3	$606K	Sell	1,227 -129	-10%	-$60K	0.5%	46
2024 Q2	$598K	Buy	1,356 +154	+13%	+$70.2K	0.45%	50
2024 Q1	$579K	Sell	1,202 -77	-6%	-$35.2K	0.58%	48
2023 Q4	$546K	Buy	+1,279	New	+$514K	0.58%	44

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Network Wealth Advisors's MA Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Mastercard (MA) stake by 11% in Q2 2026, selling an estimated $25.4K and leaving 399 shares worth $205K. The position accounts for 0.21% of the portfolio, ranked #98.

Financial Network Wealth Advisors first reported a position in MA in Q4 2023 and has held it in 11 quarters since. The position peaked at $606K in Q3 2024. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Financial Network Wealth Advisors held 399 shares of Mastercard worth $205K as of Q2 2026.
Financial Network Wealth Advisors sold 51 Mastercard shares in Q2 2026, an estimated $25.4K.
Mastercard made up 0.21% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Financial Network Wealth Advisors first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
Financial Network Wealth Advisors's Mastercard position peaked at $606K in Q3 2024.
3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.