IronOak Wealth’s Mastercard MA Stock Holding History

IronOak Wealth’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	$1.27M	Buy	+2,257	New	+$1.25M	1.23%	36

Other funds holding MA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IronOak Wealth's MA Position: Q2 2025 in Review

IronOak Wealth opened a new position in Mastercard (MA) in Q2 2025: 2,257 shares worth $1.27M. The stake represents 1.23% of the portfolio and ranks #36 among its holdings.

3,533 funds tracked by Wall St. Rank hold MA as of Q2 2025.

IronOak Wealth held 2,257 shares of Mastercard worth $1.27M as of Q2 2025.
Mastercard was a new IronOak Wealth position in Q2 2025.
Mastercard made up 1.23% of IronOak Wealth's portfolio in Q2 2025, its #36 holding.
3,533 funds tracked by Wall St. Rank held Mastercard as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.