Gateway Wealth Partners’s Mastercard MA Stock Holding History

Gateway 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 Q1	$2.15M	Buy	+4,300	New	+$2.26M	0.08%	238
2025 Q4	–	Sell	-356	Closed	-$203K	–	471
2025 Q3	$203K	Sell	356 -56	-14%	-$32.2K	0.03%	396
2025 Q2	$232K	Buy	+412	New	+$228K	0.04%	319
2023 Q4	–	Sell	-551	Closed	-$218K	–	253
2023 Q3	$218K	Sell	551 -24	-4%	-$9.63K	0.04%	240
2023 Q2	$226K	Sell	575 -104	-15%	-$39K	0.04%	217
2023 Q1	$247K	Sell	679 -3	-0.4%	-$1.09K	0.04%	184
2022 Q4	$237K	Buy	+682	New	+$224K	0.04%	171

Other funds holding MA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gateway Wealth Partners's MA Position: Q1 2026 in Review

Gateway Wealth Partners opened a new position in Mastercard (MA) in Q1 2026: 4,300 shares worth $2.15M. The stake represents 0.08% of the portfolio and ranks #238 among its holdings. This is a return to the name: Gateway Wealth Partners previously reported a position in MA as recently as Q3 2025.

Gateway Wealth Partners first reported a position in MA in Q4 2022 and has held it in 7 quarters since. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Gateway Wealth Partners held 4,300 shares of Mastercard worth $2.15M as of Q1 2026.
Mastercard was a new Gateway Wealth Partners position in Q1 2026.
Mastercard made up 0.08% of Gateway Wealth Partners's portfolio in Q1 2026, its #238 holding.
Gateway Wealth Partners first reported a position in Mastercard in Q4 2022 and has held it in 7 quarters since.
3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.