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Freedom Investment Management’s Mastercard MA Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-4,911
Closed -$2.76M – 452
2025
Q2 		$2.76M Sell
4,911
-446
-8% -$247K 0.22% 78
2025
Q1 		$2.94M Sell
5,357
-440
-8% -$240K 0.25% 67
2024
Q4 		$3.05M Sell
5,797
-226
-4% -$117K 0.25% 69
2024
Q3 		$2.97M Sell
6,023
-389
-6% -$181K 0.24% 73
2024
Q2 		$2.83M Sell
6,412
-384
-6% -$175K 0.23% 74
2024
Q1 		$3.27M Sell
6,796
-279
-4% -$128K 0.26% 66
2023
Q4 		$3.02M Sell
7,075
-692
-9% -$278K 0.25% 74
2023
Q3 		$3.08M Sell
7,767
-6,722
-46% -$2.7M 0.38% 51
2023
Q2 		$5.7M Sell
14,489
-1,418
-9% -$532K 0.64% 21
2023
Q1 		$5.78M Sell
15,907
-2,386
-13% -$867K 0.65% 18
2022
Q4 		$6.36M Sell
18,293
-269
-1% -$88.5K 0.72% 13
2022
Q3 		$5.28M Sell
18,562
-410
-2% -$136K 0.61% 21
2022
Q2 		$5.99M Sell
18,972
-3,638
-16% -$1.25M 0.64% 18
2022
Q1 		$8.08M Buy
22,610
+529
+2% +$190K 0.72% 13
2021
Q4 		$7.93M Sell
22,081
-697
-3% -$241K 0.58% 24
2021
Q3 		$7.92M Buy
22,778
+2,492
+12% +$906K 0.61% 25
2021
Q2 		$7.41M Buy
20,286
+1,008
+5% +$375K 0.55% 24
2021
Q1 		$6.86M Sell
19,278
-4,907
-20% -$1.71M 0.53% 30
2020
Q4 		$8.63M Buy
24,185
+272
+1% +$90.5K 0.95% 13
2020
Q3 		$8.09M Sell
23,913
-564
-2% -$183K 0.88% 17
2020
Q2 		$7.24M Sell
24,477
-1,508
-6% -$425K 0.79% 21
2020
Q1 		$8.5M Buy
25,985
+609
+2% +$181K 0.75% 19
2019
Q4 		$7.58M Buy
25,376
+1,905
+8% +$537K 0.67% 21
2019
Q3 		$6.37M Buy
23,471
+1,732
+8% +$477K 0.55% 25
2019
Q2 		$5.75M Sell
21,739
-5,968
-22% -$1.49M 0.48% 37
2019
Q1 		$6.52M Sell
27,707
-9,236
-25% -$1.99M 0.52% 32
2018
Q4 		$6.97M Sell
36,943
-6,543
-15% -$1.3M 0.54% 26
2018
Q3 		$9.43M Sell
43,486
-775
-2% -$162K 0.59% 19
2018
Q2 		$8.7M Buy
44,261
+23,150
+110% +$4.35M 0.52% 20
2018
Q1 		$3.7M Sell
21,111
-2,590
-11% -$443K 0.19% 78
2017
Q4 		$3.59M Sell
23,701
-2,074
-8% -$308K 0.18% 65
2017
Q3 		$3.64M Buy
25,775
+185
+0.7% +$24.5K 0.2% 57
2017
Q2 		$3.11M Sell
25,590
-2,111
-8% -$250K 0.18% 66
2017
Q1 		$3.12M Sell
27,701
-924
-3% -$101K 0.18% 66
2016
Q4 		$2.96M Sell
28,625
-744
-3% -$77K 0.19% 56
2016
Q3 		$2.99M Buy
29,369
+8,978
+44% +$861K 0.19% 54
2016
Q2 		$1.8M Buy
20,391
+338
+2% +$32.3K 0.12% 97
2016
Q1 		$1.9M Buy
20,053
+1,083
+6% +$95.8K 0.14% 91
2015
Q4 		$1.85M Buy
18,970
+12,409
+189% +$1.22M 0.14% 95
2015
Q3 		$364K Sell
6,561
-11,692
-64% -$1.1M 0.04% 416
2015
Q2 		$1.71M Sell
18,253
-170
-0.9% -$15.6K 0.18% 82
2015
Q1 		$1.59M Buy
18,423
+632
+4% +$54.8K 0.18% 81
2014
Q4 		$1.53M Buy
17,791
+678
+4% +$55.3K 0.2% 74
2014
Q3 		$1.26M Buy
17,113
+2,053
+14% +$156K 0.22% 76
2014
Q2 		$1.11M Buy
15,060
+1,432
+11% +$106K 0.19% 86
2014
Q1 		$1.02M Buy
13,628
+2,148
+19% +$168K 0.22% 72
2013
Q4 		$959K Buy
11,480
+2,210
+24% +$164K 0.24% 67
2013
Q3 		$624K Buy
9,270
+1,690
+22% +$106K 0.18% 92
2013
Q2 		$436K Buy
+7,580
New +$421K 0.15% 118

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's MA Position: Q3 2025 in Review

Freedom Investment Management sold out of Mastercard (MA) in Q3 2025, closing a stake of 4,911 shares — an estimated $2.76M sold.

Freedom Investment Management first reported a position in MA in Q2 2013 and held it in 49 quarters. The position peaked at $9.43M in Q3 2018. 3,505 funds tracked by Wall St. Rank hold MA as of Q3 2025.

  • Freedom Investment Management reported no remaining Mastercard position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 4,911 Mastercard shares in Q3 2025, an estimated $2.76M.
  • Freedom Investment Management first reported a position in Mastercard in Q2 2013 and held it in 49 quarters.
  • Freedom Investment Management's Mastercard position peaked at $9.43M in Q3 2018.
  • 3,505 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.