KJWM
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Kiley Juergens Wealth Management’s Mastercard MA Stock Holding History

Kiley Juergens 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
Q2 		$628K Sell
1,222
-95
-7% -$47.4K 0.1% 125
2026
Q1 		$658K Buy
+1,317
New +$694K 0.12% 120
2018
Q4 		– Sell
-1,627
Closed -$362K – 397
2018
Q3 		$362K Buy
1,627
+30
+2% +$6.26K 0.27% 65
2018
Q2 		$313K Hold
1,597
– – 0.28% 64
2018
Q1 		$279K Buy
1,597
+50
+3% +$8.55K 0.3% 64
2017
Q4 		$234K Buy
+1,547
New +$230K 0.21% 72

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

Kiley Juergens Wealth Management's MA Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Mastercard (MA) stake by 7.2% in Q2 2026, selling an estimated $47.4K and leaving 1,222 shares worth $628K. The position accounts for 0.1% of the portfolio, ranked #125.

Kiley Juergens Wealth Management first reported a position in MA in Q4 2017 and has held it in 6 quarters since. The position peaked at $658K in Q1 2026. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Kiley Juergens Wealth Management held 1,222 shares of Mastercard worth $628K as of Q2 2026.
  • Kiley Juergens Wealth Management sold 95 Mastercard shares in Q2 2026, an estimated $47.4K.
  • Mastercard made up 0.1% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Kiley Juergens Wealth Management first reported a position in Mastercard in Q4 2017 and has held it in 6 quarters since.
  • Kiley Juergens Wealth Management's Mastercard position peaked at $658K in Q1 2026.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.