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Keeler & Nadler Financial Planning & Wealth Management’s Mastercard MA Stock Holding History

Keeler & Nadler Financial Planning & 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
2026
Q1 		– Sell
-373
Closed -$213K – 83
2025
Q4 		$213K Hold
373
– – 0.07% 77
2025
Q3 		$212K Buy
373
+3
+0.8% +$1.72K 0.08% 76
2025
Q2 		$208K Buy
+370
New +$205K 0.08% 75

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 $32.1B AUM 8.22% 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

Keeler & Nadler Financial Planning & Wealth Management's MA Position: Q1 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of Mastercard (MA) in Q1 2026, closing a stake of 373 shares — an estimated $213K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in MA in Q2 2025 and held it in 3 quarters. The position peaked at $213K in Q4 2025. 3,607 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Keeler & Nadler Financial Planning & Wealth Management reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • Keeler & Nadler Financial Planning & Wealth Management sold 373 Mastercard shares in Q1 2026, an estimated $213K.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Mastercard in Q2 2025 and held it in 3 quarters.
  • Keeler & Nadler Financial Planning & Wealth Management's Mastercard position peaked at $213K in Q4 2025.
  • 3,607 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.