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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 $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

Independent Advisor Alliance's MA Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Mastercard (MA) stake by 2.5% in Q2 2026, selling an estimated $338K and leaving 26,479 shares worth $13.6M. The position accounts for 0.32% of the portfolio, ranked #47.

Independent Advisor Alliance first reported a position in MA in Q4 2016 and has held it in 39 quarters since. The position peaked at $17.3M in Q1 2022. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Independent Advisor Alliance held 26,479 shares of Mastercard worth $13.6M as of Q2 2026.
  • Independent Advisor Alliance sold 678 Mastercard shares in Q2 2026, an estimated $338K.
  • Mastercard made up 0.32% of Independent Advisor Alliance's portfolio in Q2 2026, its #47 holding.
  • Independent Advisor Alliance first reported a position in Mastercard in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's Mastercard position peaked at $17.3M in Q1 2022.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.