GFG
MA icon

Goldstone Financial Group’s Mastercard MA Stock Holding History

Goldstone Financial Group’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 		$2.28M Buy
4,432
+258
+6% +$129K 0.21% 82
2026
Q1 		$2.09M Sell
4,174
-236
-5% -$124K 0.23% 76
2025
Q4 		$2.52M Sell
4,410
-644
-13% -$360K 0.28% 65
2025
Q3 		$2.87M Sell
5,054
-815
-14% -$468K 0.34% 55
2025
Q2 		$3.34M Buy
5,869
+417
+8% +$231K 0.44% 50
2025
Q1 		$2.99M Buy
5,452
+147
+3% +$80K 0.45% 49
2024
Q4 		$2.79M Buy
5,305
+133
+3% +$68.9K 0.44% 54
2024
Q3 		$2.55M Buy
5,172
+2,070
+67% +$963K 0.44% 51
2024
Q2 		$1.37M Buy
3,102
+75
+2% +$34.2K 0.27% 64
2024
Q1 		$1.46M Buy
3,027
+123
+4% +$56.2K 0.33% 55
2023
Q4 		$1.24M Sell
2,904
-145
-5% -$58.3K 0.32% 57
2023
Q3 		$1.21M Sell
3,049
-311
-9% -$125K 0.36% 56
2023
Q2 		$1.32M Buy
3,360
+803
+31% +$301K 0.39% 49
2023
Q1 		$929K Buy
+2,557
New +$929K 0.31% 55

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

Goldstone Financial Group's MA Position: Q2 2026 in Review

Goldstone Financial Group increased its Mastercard (MA) stake by 6.2% in Q2 2026, buying an estimated $129K and bringing the position to 4,432 shares worth $2.28M. The position accounts for 0.21% of the portfolio, ranked #82.

Goldstone Financial Group first reported a position in MA in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.34M in Q2 2025. 3,607 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Goldstone Financial Group held 4,432 shares of Mastercard worth $2.28M as of Q2 2026.
  • Goldstone Financial Group bought 258 Mastercard shares in Q2 2026, an estimated $129K.
  • Mastercard made up 0.21% of Goldstone Financial Group's portfolio in Q2 2026, its #82 holding.
  • Goldstone Financial Group first reported a position in Mastercard in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Mastercard position peaked at $3.34M in Q2 2025.
  • 3,607 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.