High Point Wealth Management
MA icon

High Point Wealth Management’s Mastercard MA Stock Holding History

High Point Wealth Management’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
Q3 		$131K Hold
237
– – 0.1% 101
2026
Q2 		$122K Hold
237
– – 0.1% 103
2026
Q1 		$118K Hold
237
– – 0.11% 100
2025
Q4 		$135K Buy
+237
New +$132K 0.13% 100

Other funds holding MA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

High Point Wealth Management's MA Position: Q3 2026 in Review

High Point Wealth Management held its Mastercard (MA) position steady in Q3 2026 at 237 shares worth $131K. The position accounts for 0.1% of the portfolio, ranked #101.

High Point Wealth Management first reported a position in MA in Q4 2025 and has held it in 4 quarters since. The position peaked at $135K in Q4 2025. 3,228 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • High Point Wealth Management held 237 shares of Mastercard worth $131K as of Q3 2026.
  • High Point Wealth Management left its Mastercard share count unchanged in Q3 2026.
  • Mastercard made up 0.1% of High Point Wealth Management's portfolio in Q3 2026, its #101 holding.
  • High Point Wealth Management first reported a position in Mastercard in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Mastercard position peaked at $135K in Q4 2025.
  • 3,228 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.