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Investment Advisory Group’s Mastercard MA Stock Holding History

Investment Advisory Group’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 		$348K Buy
677
+154
+29% +$76.8K 0.08% 152
2026
Q1 		$261K Buy
523
+14
+3% +$7.37K 0.07% 162
2025
Q4 		$290K Sell
509
-100
-16% -$55.9K 0.07% 149
2025
Q3 		$346K Hold
609
– – 0.09% 133
2025
Q2 		$342K Sell
609
-101
-14% -$55.9K 0.1% 127
2025
Q1 		$389K Hold
710
– – 0.13% 110
2024
Q4 		$374K Buy
710
+15
+2% +$7.76K 0.13% 109
2024
Q3 		$343K Buy
695
+30
+5% +$14K 0.12% 118
2024
Q2 		$293K Buy
665
+115
+21% +$52.4K 0.11% 123
2024
Q1 		$265K Buy
550
+17
+3% +$7.77K 0.11% 129
2023
Q4 		$227K Hold
533
– – 0.1% 133
2023
Q3 		$211K Buy
533
+20
+4% +$8.03K 0.11% 132
2023
Q2 		$202K Buy
+513
New +$192K 0.1% 140

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 $3.38T AUM 44.17% 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

Investment Advisory Group's MA Position: Q2 2026 in Review

Investment Advisory Group increased its Mastercard (MA) stake by 29% in Q2 2026, buying an estimated $76.8K and bringing the position to 677 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #152.

Investment Advisory Group first reported a position in MA in Q2 2023 and has held it in 13 quarters since. The position peaked at $389K in Q1 2025. 3,631 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Investment Advisory Group held 677 shares of Mastercard worth $348K as of Q2 2026.
  • Investment Advisory Group bought 154 Mastercard shares in Q2 2026, an estimated $76.8K.
  • Mastercard made up 0.08% of Investment Advisory Group's portfolio in Q2 2026, its #152 holding.
  • Investment Advisory Group first reported a position in Mastercard in Q2 2023 and has held it in 13 quarters since.
  • Investment Advisory Group's Mastercard position peaked at $389K in Q1 2025.
  • 3,631 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.