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Forefront Wealth Partners’s Mastercard MA Stock Holding History

Forefront Wealth Partners’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 		$743K Buy
1,447
+3
+0.2% +$1.5K 0.23% 90
2026
Q1 		$722K Buy
1,444
+141
+11% +$74.3K 0.3% 73
2025
Q4 		$744K Sell
1,303
-11
-0.8% -$6.15K 0.35% 65
2025
Q3 		$748K Sell
1,314
-254
-16% -$146K 0.19% 98
2025
Q2 		$826K Buy
1,568
+46
+3% +$25.4K 0.57% 47
2025
Q1 		$834K Sell
1,522
-46
-3% -$25K 0.57% 43
2024
Q4 		$826K Buy
+1,568
New +$812K 0.62% 45

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

Forefront Wealth Partners's MA Position: Q2 2026 in Review

Forefront Wealth Partners increased its Mastercard (MA) stake by 0.21% in Q2 2026, buying an estimated $1.5K and bringing the position to 1,447 shares worth $743K. The position accounts for 0.23% of the portfolio, ranked #90.

Forefront Wealth Partners first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $834K in Q1 2025. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Forefront Wealth Partners held 1,447 shares of Mastercard worth $743K as of Q2 2026.
  • Forefront Wealth Partners bought 3 Mastercard shares in Q2 2026, an estimated $1.5K.
  • Mastercard made up 0.23% of Forefront Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Forefront Wealth Partners first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • Forefront Wealth Partners's Mastercard position peaked at $834K in Q1 2025.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.