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Financial Network Wealth Management’s Mastercard MA Stock Holding History

Financial Network Wealth 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
2025
Q1 		$217K Hold
396
– – 0.08% 107
2024
Q4 		$208K Buy
+396
New +$205K 0.07% 110

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Network Wealth Management's MA Position: Q1 2025 in Review

Financial Network Wealth Management held its Mastercard (MA) position steady in Q1 2025 at 396 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #107.

Financial Network Wealth Management first reported a position in MA in Q4 2024 and has held it in 2 quarters since. 3,483 funds tracked by Wall St. Rank hold MA as of Q1 2025.

  • Financial Network Wealth Management held 396 shares of Mastercard worth $217K as of Q1 2025.
  • Financial Network Wealth Management left its Mastercard share count unchanged in Q1 2025.
  • Mastercard made up 0.08% of Financial Network Wealth Management's portfolio in Q1 2025, its #107 holding.
  • Financial Network Wealth Management first reported a position in Mastercard in Q4 2024 and has held it in 2 quarters since.
  • 3,483 funds tracked by Wall St. Rank held Mastercard as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.