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IMG Wealth Management’s Mastercard MA Stock Holding History

IMG 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
Q2 		$23.6K Buy
46
+33
+254% +$16.5K 0.01% 238
2026
Q1 		$6.5K Sell
13
-86
-87% -$45.3K ﹤0.01% 347
2025
Q4 		$56.5K Buy
99
+43
+77% +$24K 0.04% 157
2025
Q3 		$31.9K Hold
56
– – 0.02% 175
2025
Q2 		$31.5K Buy
+56
New +$31K 0.02% 172

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

IMG Wealth Management's MA Position: Q2 2026 in Review

IMG Wealth Management increased its Mastercard (MA) stake by 254% in Q2 2026, buying an estimated $16.5K and bringing the position to 46 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #238.

IMG Wealth Management first reported a position in MA in Q2 2025 and has held it in 5 quarters since. The position peaked at $56.5K in Q4 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • IMG Wealth Management held 46 shares of Mastercard worth $23.6K as of Q2 2026.
  • IMG Wealth Management bought 33 Mastercard shares in Q2 2026, an estimated $16.5K.
  • Mastercard made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #238 holding.
  • IMG Wealth Management first reported a position in Mastercard in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Mastercard position peaked at $56.5K in Q4 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.