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Independent Advisor Alliance’s Mastercard MA Stock Holding History

Independent Advisor Alliance’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
2020
Q2 		– Sell
-4
Closed -$1K – 523
2020
Q1 		$1K Buy
+4
New +$1.19K ﹤0.01% 425

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

Independent Advisor Alliance's MA Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Mastercard (MA) stake by 3.9% in Q1 2026, selling an estimated $582K and leaving 27,157 shares worth $13.6M. The position accounts for 0.15% of the portfolio, ranked #130.

Independent Advisor Alliance first reported a position in MA in Q4 2016 and has held it in 38 quarters since. The position peaked at $17.3M in Q1 2022. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Independent Advisor Alliance held 27,157 shares of Mastercard worth $13.6M as of Q1 2026.
  • Independent Advisor Alliance sold 1,105 Mastercard shares in Q1 2026, an estimated $582K.
  • Mastercard made up 0.15% of Independent Advisor Alliance's portfolio in Q1 2026, its #130 holding.
  • Independent Advisor Alliance first reported a position in Mastercard in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Mastercard position peaked at $17.3M in Q1 2022.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.