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Iron Horse Wealth Management’s Mastercard MA Stock Holding History

Iron Horse 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
2025
Q2 		$230K Sell
410
-8
-2% -$4.42K 0.07% 52
2025
Q1 		$229K Buy
418
+14
+3% +$7.62K 0.07% 50
2024
Q4 		$213K Buy
404
+1
+0.2% +$518 0.07% 50
2024
Q3 		$199K Hold
403
– – 0.07% 49
2024
Q2 		$178K Buy
+403
New +$184K 0.07% 44

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Iron Horse Wealth Management's MA Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Mastercard (MA) stake by 1.9% in Q2 2025, selling an estimated $4.42K and leaving 410 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #52.

Iron Horse Wealth Management first reported a position in MA in Q2 2024 and has held it in 5 quarters since. 3,527 funds tracked by Wall St. Rank hold MA as of Q2 2025.

  • Iron Horse Wealth Management held 410 shares of Mastercard worth $230K as of Q2 2025.
  • Iron Horse Wealth Management sold 8 Mastercard shares in Q2 2025, an estimated $4.42K.
  • Mastercard made up 0.07% of Iron Horse Wealth Management's portfolio in Q2 2025, its #52 holding.
  • Iron Horse Wealth Management first reported a position in Mastercard in Q2 2024 and has held it in 5 quarters since.
  • 3,527 funds tracked by Wall St. Rank held Mastercard as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.