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 $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 $3.38T AUM 44.17% 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

Kingsview Wealth Management's MA Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Mastercard (MA) stake by 85% in Q2 2026, selling an estimated $41.4M and leaving 15,025 shares worth $7.72M. The position accounts for 0.09% of the portfolio, ranked #203.

Kingsview Wealth Management first reported a position in MA in Q3 2018 and has held it in 31 quarters since. The position peaked at $55.3M in Q4 2025. 3,631 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Kingsview Wealth Management held 15,025 shares of Mastercard worth $7.72M as of Q2 2026.
  • Kingsview Wealth Management sold 83,095 Mastercard shares in Q2 2026, an estimated $41.4M.
  • Mastercard made up 0.09% of Kingsview Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Kingsview Wealth Management first reported a position in Mastercard in Q3 2018 and has held it in 31 quarters since.
  • Kingsview Wealth Management's Mastercard position peaked at $55.3M in Q4 2025.
  • 3,631 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.