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Guerra Advisors’s Mastercard MA Stock Holding History

Guerra 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
Q3 		$3.05M Buy
5,359
+1,586
+42% +$911K 1.13% 34
2025
Q2 		$2.12M Buy
3,773
+617
+20% +$341K 1% 33
2025
Q1 		$1.73M Buy
3,156
+361
+13% +$197K 0.97% 33
2024
Q4 		$1.47M Buy
+2,795
New +$1.45M 0.82% 28

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 $32.1B AUM 8.22% 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

Guerra Advisors's MA Position: Q3 2025 in Review

Guerra Advisors increased its Mastercard (MA) stake by 42% in Q3 2025, buying an estimated $911K and bringing the position to 5,359 shares worth $3.05M. The position accounts for 1.13% of the portfolio, ranked #34.

Guerra Advisors first reported a position in MA in Q4 2024 and has held it in 4 quarters since. 3,506 funds tracked by Wall St. Rank hold MA as of Q3 2025.

  • Guerra Advisors held 5,359 shares of Mastercard worth $3.05M as of Q3 2025.
  • Guerra Advisors bought 1,586 Mastercard shares in Q3 2025, an estimated $911K.
  • Mastercard made up 1.13% of Guerra Advisors's portfolio in Q3 2025, its #34 holding.
  • Guerra Advisors first reported a position in Mastercard in Q4 2024 and has held it in 4 quarters since.
  • 3,506 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.