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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
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 $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forefront Wealth Partners's MA Position: Q1 2026 in Review

Forefront Wealth Partners increased its Mastercard (MA) stake by 11% in Q1 2026, buying an estimated $74.3K and bringing the position to 1,444 shares worth $722K. The position accounts for 0.3% of the portfolio, ranked #73.

Forefront Wealth Partners first reported a position in MA in Q4 2024 and has held it in 6 quarters since. The position peaked at $834K in Q1 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Forefront Wealth Partners held 1,444 shares of Mastercard worth $722K as of Q1 2026.
  • Forefront Wealth Partners bought 141 Mastercard shares in Q1 2026, an estimated $74.3K.
  • Mastercard made up 0.3% of Forefront Wealth Partners's portfolio in Q1 2026, its #73 holding.
  • Forefront Wealth Partners first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • Forefront Wealth Partners's Mastercard position peaked at $834K in Q1 2025.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.