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Level Financial Advisors’s Mastercard MA Stock Holding History

Level Financial Advisors’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
-609
Closed -$348K – 95
2025
Q4 		$348K Sell
609
-598
-50% -$334K 0.09% 72
2025
Q3 		$687K Buy
+1,207
New +$693K 0.19% 57
2024
Q1 		– Sell
-5
Closed -$2.14K – 185
2023
Q4 		$2.14K Hold
5
– – ﹤0.01% 239
2023
Q3 		$1.98K Sell
5
-5
-50% -$2.01K ﹤0.01% 248
2023
Q2 		$3.93K Buy
+10
New +$3.75K ﹤0.01% 230
2022
Q3 		– Sell
-39
Closed -$12K – 294
2022
Q2 		$12K Buy
39
+5
+15% +$1.72K 0.01% 176
2022
Q1 		$12K Hold
34
– – 0.01% 148
2021
Q4 		$12K Buy
+34
New +$11.8K 0.01% 167

Other funds holding MA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 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 $1.47T 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