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Garton & Associates Financial Advisors’s Mastercard MA Stock Holding History

Garton & Associates Financial 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 		– Sell
-435
Closed -$218K – 44
2026
Q1 		$218K Hold
435
– – 0.18% 106
2025
Q4 		$248K Buy
+435
New +$243K 0.14% 108

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

Garton & Associates Financial Advisors's MA Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Mastercard (MA) in Q2 2026, closing a stake of 435 shares — an estimated $218K sold.

Garton & Associates Financial Advisors first reported a position in MA in Q4 2025 and held it in 2 quarters. The position peaked at $248K in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Mastercard position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 435 Mastercard shares in Q2 2026, an estimated $218K.
  • Garton & Associates Financial Advisors first reported a position in Mastercard in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Mastercard position peaked at $248K in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.