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Goldstein Advisors’s Mastercard MA Stock Holding History

Goldstein 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 		$432K Buy
842
+80
+10% +$39.9K 0.04% 149
2026
Q1 		$381K Buy
762
+45
+6% +$23.7K 0.04% 124
2025
Q4 		$409K Sell
717
-10
-1% -$5.59K 0.05% 112
2025
Q3 		$414K Sell
727
-12
-2% -$6.89K 0.05% 109
2025
Q2 		$415K Sell
739
-799
-52% -$442K 0.06% 105
2025
Q1 		$843K Buy
1,538
+37
+2% +$20.1K 0.12% 64
2024
Q4 		$790K Sell
1,501
-15
-1% -$7.76K 0.11% 68
2024
Q3 		$749K Buy
1,516
+20
+1% +$9.3K 0.11% 67
2024
Q2 		$660K Hold
1,496
– – 0.11% 64
2024
Q1 		$720K Buy
1,496
+2
+0.1% +$914 0.12% 64
2023
Q4 		$637K Sell
1,494
-39
-3% -$15.7K 0.11% 90
2023
Q3 		$607K Sell
1,533
-16
-1% -$6.42K 0.13% 63
2023
Q2 		$609K Sell
1,549
-3
-0.2% -$1.13K 0.13% 64
2023
Q1 		$564K Buy
1,552
+197
+15% +$71.6K 0.12% 69
2022
Q4 		$471K Buy
+1,355
New +$446K 0.11% 77

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

Goldstein Advisors's MA Position: Q2 2026 in Review

Goldstein Advisors increased its Mastercard (MA) stake by 10% in Q2 2026, buying an estimated $39.9K and bringing the position to 842 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #149.

Goldstein Advisors first reported a position in MA in Q4 2022 and has held it in 15 quarters since. The position peaked at $843K in Q1 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Goldstein Advisors held 842 shares of Mastercard worth $432K as of Q2 2026.
  • Goldstein Advisors bought 80 Mastercard shares in Q2 2026, an estimated $39.9K.
  • Mastercard made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #149 holding.
  • Goldstein Advisors first reported a position in Mastercard in Q4 2022 and has held it in 15 quarters since.
  • Goldstein Advisors's Mastercard position peaked at $843K in Q1 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.