KWS
MA icon

Keystone Wealth Services’s Mastercard MA Stock Holding History

Keystone Wealth Services’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
-374
Closed -$213K – 312
2025
Q4 		$213K Hold
374
– – 0.05% 237
2025
Q3 		$213K Sell
374
-1
-0.3% -$574 0.05% 281
2025
Q2 		$210K Sell
375
-8
-2% -$4.42K 0.05% 267
2025
Q1 		$210K Hold
383
– – 0.06% 260
2024
Q4 		$202K Buy
+383
New +$198K 0.05% 251

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

Keystone Wealth Services's MA Position: Q1 2026 in Review

Keystone Wealth Services sold out of Mastercard (MA) in Q1 2026, closing a stake of 374 shares — an estimated $213K sold.

Keystone Wealth Services first reported a position in MA in Q4 2024 and held it in 5 quarters. The position peaked at $213K in Q4 2025. 3,619 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Keystone Wealth Services reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 374 Mastercard shares in Q1 2026, an estimated $213K.
  • Keystone Wealth Services first reported a position in Mastercard in Q4 2024 and held it in 5 quarters.
  • Keystone Wealth Services's Mastercard position peaked at $213K in Q4 2025.
  • 3,619 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.