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Foster Victor Wealth Advisors’s Mastercard MA Stock Holding History

Foster Victor 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 		$26.9M Buy
49,960
+934
+2% +$466K 1.41% 11
2026
Q1 		$25.2M Sell
49,026
-4,598
-9% -$2.42M 1.44% 11
2025
Q4 		$28.9M Buy
53,624
+1,690
+3% +$945K 1.69% 10
2025
Q3 		$30.1M Buy
51,934
+2,348
+5% +$1.35M 1.88% 5
2025
Q2 		$28M Buy
49,586
+941
+2% +$520K 1.9% 6
2025
Q1 		$24.8M Buy
48,645
+203
+0.4% +$111K 1.99% 6
2024
Q4 		$25.4M Buy
48,442
+1,672
+4% +$866K 1.95% 5
2024
Q3 		$23.4M Buy
46,770
+1,274
+3% +$592K 1.87% 5
2024
Q2 		$20.2M Buy
45,496
+1,502
+3% +$684K 1.69% 10
2024
Q1 		$20.6M Buy
43,994
+1,242
+3% +$568K 1.88% 8
2023
Q4 		$18M Buy
42,752
+612
+1% +$246K 1.85% 8
2023
Q3 		$16.8M Buy
42,140
+225
+0.5% +$90.3K 1.95% 7
2023
Q2 		$16.5M Buy
41,915
+2,120
+5% +$795K 1.84% 10
2023
Q1 		$14.5M Buy
39,795
+731
+2% +$266K 1.76% 13
2022
Q4 		$14.4M Sell
39,064
-1,473
-4% -$485K 1.83% 8
2022
Q3 		$12.1M Buy
40,537
+1,677
+4% +$556K 1.77% 11
2022
Q2 		$12.4M Sell
38,860
-741
-2% -$255K 1.85% 8
2022
Q1 		$14M Sell
39,601
-1,430
-3% -$514K 1.92% 10
2021
Q4 		$15.1M Buy
41,031
+4,741
+13% +$1.64M 2.05% 11
2021
Q3 		$12.6M Buy
36,290
+4,178
+13% +$1.52M 2.02% 10
2021
Q2 		$11.7M Buy
32,112
+2,137
+7% +$795K 1.96% 14
2021
Q1 		$11.3M Buy
29,975
+5,566
+23% +$1.94M 2.11% 9
2020
Q4 		$8.71M Buy
24,409
+4,185
+21% +$1.39M 1.99% 11
2020
Q3 		$6.84M Buy
20,224
+3,044
+18% +$990K 1.85% 13
2020
Q2 		$5.08M Buy
17,180
+3,251
+23% +$917K 1.69% 16
2020
Q1 		$3.42M Buy
13,929
+3,357
+32% +$998K 1.5% 28
2019
Q4 		$3.23M Buy
10,572
+1,826
+21% +$515K 1.4% 21
2019
Q3 		$2.38M Buy
8,746
+4,145
+90% +$1.14M 1.32% 20
2019
Q2 		$1.25M Buy
4,601
+1,905
+71% +$477K 0.92% 16
2019
Q1 		$635K Buy
2,696
+625
+30% +$134K 0.49% 44
2018
Q4 		$391K Buy
+2,071
New +$411K 0.37% 48

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

Foster Victor Wealth Advisors's MA Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Mastercard (MA) stake by 1.9% in Q2 2026, buying an estimated $466K and bringing the position to 49,960 shares worth $26.9M. The position accounts for 1.41% of the portfolio, ranked #11.

Foster Victor Wealth Advisors first reported a position in MA in Q4 2018 and has held it in 31 quarters since. The position peaked at $30.1M in Q3 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Foster Victor Wealth Advisors held 49,960 shares of Mastercard worth $26.9M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 934 Mastercard shares in Q2 2026, an estimated $466K.
  • Mastercard made up 1.41% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Foster Victor Wealth Advisors first reported a position in Mastercard in Q4 2018 and has held it in 31 quarters since.
  • Foster Victor Wealth Advisors's Mastercard position peaked at $30.1M in Q3 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.