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IAG Wealth Partners’s Mastercard MA Stock Holding History

IAG Wealth Partners’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 		$5.14K Hold
10
– – ﹤0.01% 419
2026
Q1 		$5K Hold
10
– – ﹤0.01% 425
2025
Q4 		$5.71K Hold
10
– – ﹤0.01% 401
2025
Q3 		$5.69K Hold
10
– – ﹤0.01% 422
2025
Q2 		$5.62K Hold
10
– – ﹤0.01% 389
2025
Q1 		$5.48K Hold
10
– – ﹤0.01% 392
2024
Q4 		$5.27K Buy
+10
New +$5.18K ﹤0.01% 421
2024
Q3 		– Sell
-18
Closed -$7.94K – 515
2024
Q2 		$7.94K Buy
+18
New +$8.2K ﹤0.01% 354
2022
Q4 		– Sell
-1
Closed – – 473
2022
Q3 		$0 Sell
1
-1
-50% -$331 ﹤0.01% 462
2022
Q2 		$1K Sell
2
-25
-93% -$8.61K ﹤0.01% 413
2022
Q1 		$10K Buy
+27
New +$9.71K ﹤0.01% 299

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

IAG Wealth Partners's MA Position: Q2 2026 in Review

IAG Wealth Partners held its Mastercard (MA) position steady in Q2 2026 at 10 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

IAG Wealth Partners first reported a position in MA in Q1 2022 and has held it in 11 quarters since. The position peaked at $10K in Q1 2022. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • IAG Wealth Partners held 10 shares of Mastercard worth $5.14K as of Q2 2026.
  • IAG Wealth Partners left its Mastercard share count unchanged in Q2 2026.
  • Mastercard made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #419 holding.
  • IAG Wealth Partners first reported a position in Mastercard in Q1 2022 and has held it in 11 quarters since.
  • IAG Wealth Partners's Mastercard position peaked at $10K in Q1 2022.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.