Foundations Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26M | Buy |
50,574
+5,898
| +13% | +$2.94M | 0.27% | 92 |
|
|
2026
Q1 | $22.3M | Buy |
44,676
+4,084
| +10% | +$2.15M | 0.28% | 87 |
|
|
2025
Q4 | $23.2M | Buy |
40,592
+3,799
| +10% | +$2.12M | 0.3% | 75 |
|
|
2025
Q3 | $20.9M | Buy |
36,793
+2,853
| +8% | +$1.64M | 0.3% | 77 |
|
|
2025
Q2 | $19.1M | Buy |
33,940
+1,456
| +4% | +$805K | 0.3% | 82 |
|
|
2025
Q1 | $17.8M | Buy |
32,484
+1,891
| +6% | +$1.03M | 0.33% | 77 |
|
|
2024
Q4 | $16.1M | Buy |
30,593
+5,171
| +20% | +$2.68M | 0.31% | 71 |
|
|
2024
Q3 | $12.6M | Buy |
25,422
+2,816
| +12% | +$1.31M | 0.26% | 86 |
|
|
2024
Q2 | $9.97M | Buy |
22,606
+372
| +2% | +$169K | 0.24% | 83 |
|
|
2024
Q1 | $10.7M | Buy |
22,234
+2,341
| +12% | +$1.07M | 0.28% | 73 |
|
|
2023
Q4 | $9.17M | Buy |
19,893
+3,552
| +22% | +$1.43M | 0.25% | 81 |
|
|
2023
Q3 | $6.47M | Buy |
16,341
+2,411
| +17% | +$968K | 0.2% | 94 |
|
|
2023
Q2 | $5.48M | Buy |
13,930
+7,842
| +129% | +$2.94M | 0.18% | 86 |
|
|
2023
Q1 | $2.21M | Sell |
6,088
-1,169
| -16% | -$425K | 0.08% | 151 |
|
|
2022
Q4 | $2.52M | Sell |
7,257
-4,415
| -38% | -$1.45M | 0.1% | 108 |
|
|
2022
Q3 | $3.32M | Sell |
11,672
-3,056
| -21% | -$1.01M | 0.14% | 65 |
|
|
2022
Q2 | $4.72M | Sell |
14,728
-4,441
| -23% | -$1.53M | 0.2% | 59 |
|
|
2022
Q1 | $6.86M | Buy |
19,169
+875
| +5% | +$315K | 0.27% | 36 |
|
|
2021
Q4 | $6.72M | Buy |
18,294
+2,328
| +15% | +$805K | 0.25% | 32 |
|
|
2021
Q3 | $5.48M | Buy |
15,966
+1,780
| +13% | +$647K | 0.24% | 36 |
|
|
2021
Q2 | $5.29M | Buy |
14,186
+2,257
| +19% | +$839K | 0.25% | 41 |
|
|
2021
Q1 | $4.43M | Buy |
11,929
+2,105
| +21% | +$734K | 0.26% | 39 |
|
|
2020
Q4 | $3.48M | Buy |
9,824
+1,094
| +13% | +$364K | 0.23% | 34 |
|
|
2020
Q3 | $2.96M | Sell |
8,730
-1,192
| -12% | -$388K | 0.65% | 26 |
|
|
2020
Q2 | $3M | Buy |
9,922
+1,165
| +13% | +$328K | 0.27% | 31 |
|
|
2020
Q1 | $2M | Buy |
8,757
+1,031
| +13% | +$307K | 0.23% | 21 |
|
|
2019
Q4 | $2.33M | Sell |
7,726
-587
| -7% | -$166K | 0.29% | 31 |
|
|
2019
Q3 | $2.23M | Buy |
8,313
+1,502
| +22% | +$414K | 0.29% | 30 |
|
|
2019
Q2 | $1.86M | Buy |
6,811
+801
| +13% | +$200K | 0.28% | 27 |
|
|
2019
Q1 | $1.42M | Buy |
6,010
+473
| +9% | +$102K | 0.25% | 26 |
|
|
2018
Q4 | $1.2M | Sell |
5,537
-297
| -5% | -$59K | 0.25% | 25 |
|
|
2018
Q3 | $1.3M | Buy |
5,834
+360
| +7% | +$75.1K | 0.32% | 39 |
|
|
2018
Q2 | $1.08M | Buy |
+5,474
| New | +$1.03M | 0.29% | 32 |
|
Other funds holding MA
Foundations Investment Advisors's MA Position: Q2 2026 in Review
Foundations Investment Advisors increased its Mastercard (MA) stake by 13% in Q2 2026, buying an estimated $2.94M and bringing the position to 50,574 shares worth $26M. The position accounts for 0.27% of the portfolio, ranked #92.
Foundations Investment Advisors first reported a position in MA in Q2 2018 and has held it in 33 quarters since. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.
- Foundations Investment Advisors held 50,574 shares of Mastercard worth $26M as of Q2 2026.
- Foundations Investment Advisors bought 5,898 Mastercard shares in Q2 2026, an estimated $2.94M.
- Mastercard made up 0.27% of Foundations Investment Advisors's portfolio in Q2 2026, its #92 holding.
- Foundations Investment Advisors first reported a position in Mastercard in Q2 2018 and has held it in 33 quarters since.
- 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.
Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.