KWM
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Kingsview Wealth Management’s Mastercard MA Stock Holding History

Kingsview 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
2019
Q4 		– Sell
-300
Closed -$1K – 511
2019
Q3 		$1K Buy
+300
New +$82.7K ﹤0.01% 433
2019
Q2 		– Sell
-100
Closed -$1K – 496
2019
Q1 		$1K Buy
+100
New +$21.5K ﹤0.01% 475
2018
Q4 		– Sell
-100
Closed -$2K – 416
2018
Q3 		$2K Buy
+100
New +$20.9K ﹤0.01% 370

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

Kingsview Wealth Management's MA Position: Q1 2026 in Review

Kingsview Wealth Management increased its Mastercard (MA) stake by 1.4% in Q1 2026, buying an estimated $692K and bringing the position to 98,120 shares worth $49M. The position accounts for 0.67% of the portfolio, ranked #28.

Kingsview Wealth Management first reported a position in MA in Q3 2018 and has held it in 30 quarters since. The position peaked at $55.3M in Q4 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Kingsview Wealth Management held 98,120 shares of Mastercard worth $49M as of Q1 2026.
  • Kingsview Wealth Management bought 1,313 Mastercard shares in Q1 2026, an estimated $692K.
  • Mastercard made up 0.67% of Kingsview Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Kingsview Wealth Management first reported a position in Mastercard in Q3 2018 and has held it in 30 quarters since.
  • Kingsview Wealth Management's Mastercard position peaked at $55.3M in Q4 2025.
  • 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.