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Fourth Dimension Wealth’s Mastercard MA Stock Holding History

Fourth Dimension Wealth’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 		$509K Buy
992
+10
+1% +$4.99K 0.16% 98
2026
Q1 		$491K Hold
982
– – 0.19% 79
2025
Q4 		$561K Hold
982
– – 0.2% 77
2025
Q3 		$559K Sell
982
-13
-1% -$7.47K 0.21% 75
2025
Q2 		$559K Sell
995
-51
-5% -$28.2K 0.24% 69
2025
Q1 		$573K Buy
1,046
+50
+5% +$27.2K 0.28% 63
2024
Q4 		$525K Buy
+996
New +$516K 0.27% 63

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

Fourth Dimension Wealth's MA Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Mastercard (MA) stake by 1% in Q2 2026, buying an estimated $4.99K and bringing the position to 992 shares worth $509K. The position accounts for 0.16% of the portfolio, ranked #98.

Fourth Dimension Wealth first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $573K in Q1 2025. 3,614 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Fourth Dimension Wealth held 992 shares of Mastercard worth $509K as of Q2 2026.
  • Fourth Dimension Wealth bought 10 Mastercard shares in Q2 2026, an estimated $4.99K.
  • Mastercard made up 0.16% of Fourth Dimension Wealth's portfolio in Q2 2026, its #98 holding.
  • Fourth Dimension Wealth first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Mastercard position peaked at $573K in Q1 2025.
  • 3,614 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.