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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
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 $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

IAG Wealth Partners's MA Position: Q1 2026 in Review

IAG Wealth Partners held its Mastercard (MA) position steady in Q1 2026 at 10 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

IAG Wealth Partners first reported a position in MA in Q1 2022 and has held it in 10 quarters since. The position peaked at $10K in Q1 2022. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • IAG Wealth Partners held 10 shares of Mastercard worth $5K as of Q1 2026.
  • IAG Wealth Partners left its Mastercard share count unchanged in Q1 2026.
  • Mastercard made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #425 holding.
  • IAG Wealth Partners first reported a position in Mastercard in Q1 2022 and has held it in 10 quarters since.
  • IAG Wealth Partners's Mastercard position peaked at $10K in Q1 2022.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.