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Goodman Advisory Group’s Mastercard MA Stock Holding History

Goodman Advisory 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
Q1 		$647K Buy
1,295
+134
+12% +$70.6K 0.17% 60
2025
Q4 		$663K Buy
1,161
+278
+31% +$155K 0.16% 48
2025
Q3 		$502K Buy
883
+110
+14% +$63.2K 0.13% 55
2025
Q2 		$434K Hold
773
– – 0.15% 44
2025
Q1 		$424K Buy
+773
New +$421K 0.13% 64
2024
Q4 		– Sell
-784
Closed -$387K – 125
2024
Q3 		$387K Hold
784
– – 0.11% 66
2024
Q2 		$346K Sell
784
-26
-3% -$11.8K 0.1% 69
2024
Q1 		$390K Hold
810
– – 0.12% 62
2023
Q4 		$345K Hold
810
– – 0.12% 56
2023
Q3 		$321K Hold
810
– – 0.12% 59
2023
Q2 		$319K Hold
810
– – 0.12% 51
2023
Q1 		$294K Sell
810
-25
-3% -$9.08K 0.16% 40
2022
Q4 		$290K Sell
835
-24
-3% -$7.9K 0.17% 38
2022
Q3 		$244K Sell
859
-91
-10% -$30.2K 0.13% 43
2022
Q2 		$300K Sell
950
-9
-0.9% -$3.1K 0.13% 37
2022
Q1 		$343K Buy
959
+290
+43% +$104K 0.12% 54
2021
Q4 		$240K Buy
+669
New +$231K 0.08% 59

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goodman Advisory Group's MA Position: Q1 2026 in Review

Goodman Advisory Group increased its Mastercard (MA) stake by 12% in Q1 2026, buying an estimated $70.6K and bringing the position to 1,295 shares worth $647K. The position accounts for 0.17% of the portfolio, ranked #60.

Goodman Advisory Group first reported a position in MA in Q4 2021 and has held it in 17 quarters since. The position peaked at $663K in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Goodman Advisory Group held 1,295 shares of Mastercard worth $647K as of Q1 2026.
  • Goodman Advisory Group bought 134 Mastercard shares in Q1 2026, an estimated $70.6K.
  • Mastercard made up 0.17% of Goodman Advisory Group's portfolio in Q1 2026, its #60 holding.
  • Goodman Advisory Group first reported a position in Mastercard in Q4 2021 and has held it in 17 quarters since.
  • Goodman Advisory Group's Mastercard position peaked at $663K in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.