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Founders Grove Wealth Partners’s Mastercard MA Stock Holding History

Founders Grove 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 		$259K Sell
505
-570
-53% -$284K 0.05% 155
2026
Q1 		$537K Buy
1,075
+206
+24% +$108K 0.12% 95
2025
Q4 		$496K Buy
869
+115
+15% +$64.3K 0.11% 101
2025
Q3 		$429K Buy
+754
New +$433K 0.1% 104

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

Founders Grove Wealth Partners's MA Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its Mastercard (MA) stake by 53% in Q2 2026, selling an estimated $284K and leaving 505 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #155.

Founders Grove Wealth Partners first reported a position in MA in Q3 2025 and has held it in 4 quarters since. The position peaked at $537K in Q1 2026. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Founders Grove Wealth Partners held 505 shares of Mastercard worth $259K as of Q2 2026.
  • Founders Grove Wealth Partners sold 570 Mastercard shares in Q2 2026, an estimated $284K.
  • Mastercard made up 0.05% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #155 holding.
  • Founders Grove Wealth Partners first reported a position in Mastercard in Q3 2025 and has held it in 4 quarters since.
  • Founders Grove Wealth Partners's Mastercard position peaked at $537K in Q1 2026.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.