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Gitterman Wealth Management’s Mastercard MA Stock Holding History

Gitterman Wealth 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 		$289K Sell
507
-62
-11% -$35.6K 0.07% 91
2025
Q2 		$320K Sell
569
-808
-59% -$447K 0.07% 78
2025
Q1 		$755K Buy
1,377
+39
+3% +$21.2K 0.2% 26
2024
Q4 		$705K Buy
+1,338
New +$693K 0.29% 22
2024
Q3 		– Sell
-957
Closed -$423K – 142
2024
Q2 		$423K Sell
957
-510
-35% -$232K 0.16% 36
2024
Q1 		$707K Buy
1,467
+76
+5% +$34.7K 0.27% 17
2023
Q4 		$594K Sell
1,391
-23
-2% -$9.24K 0.26% 18
2023
Q3 		$560K Buy
1,414
+49
+4% +$19.7K 0.27% 18
2023
Q2 		$537K Buy
1,365
+520
+62% +$195K 0.25% 21
2023
Q1 		$307K Buy
+845
New +$307K 0.15% 32
2022
Q4 		– Sell
-903
Closed -$257K – 85
2022
Q3 		$257K Buy
+903
New +$299K 0.26% 43

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

Gitterman Wealth Management's MA Position: Q3 2025 in Review

Gitterman Wealth Management reduced its Mastercard (MA) stake by 11% in Q3 2025, selling an estimated $35.6K and leaving 507 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #91.

Gitterman Wealth Management first reported a position in MA in Q3 2022 and has held it in 11 quarters since. The position peaked at $755K in Q1 2025. 3,505 funds tracked by Wall St. Rank hold MA as of Q3 2025.

  • Gitterman Wealth Management held 507 shares of Mastercard worth $289K as of Q3 2025.
  • Gitterman Wealth Management sold 62 Mastercard shares in Q3 2025, an estimated $35.6K.
  • Mastercard made up 0.07% of Gitterman Wealth Management's portfolio in Q3 2025, its #91 holding.
  • Gitterman Wealth Management first reported a position in Mastercard in Q3 2022 and has held it in 11 quarters since.
  • Gitterman Wealth Management's Mastercard position peaked at $755K in Q1 2025.
  • 3,505 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.