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Grey Fox Wealth Advisors’s Mastercard MA Stock Holding History

Grey Fox Wealth 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
2025
Q4 		– Sell
-186
Closed -$106K – 411
2025
Q3 		$106K Buy
+186
New +$107K 0.02% 182
2023
Q2 		– Sell
-125
Closed -$45.4K – 342
2023
Q1 		$45.4K Buy
125
+8
+7% +$2.91K 0.03% 193
2022
Q4 		$40.7K Buy
+117
New +$38.5K 0.03% 176

Other funds holding MA

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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

Grey Fox Wealth Advisors's MA Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Mastercard (MA) in Q4 2025, closing a stake of 186 shares — an estimated $106K sold.

Grey Fox Wealth Advisors first reported a position in MA in Q4 2022 and held it in 3 quarters. The position peaked at $106K in Q3 2025. 3,722 funds tracked by Wall St. Rank hold MA as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Mastercard position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 186 Mastercard shares in Q4 2025, an estimated $106K.
  • Grey Fox Wealth Advisors first reported a position in Mastercard in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Mastercard position peaked at $106K in Q3 2025.
  • 3,722 funds tracked by Wall St. Rank held Mastercard as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.