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Liberty Wealth Management’s Mastercard MA Stock Holding History

Liberty 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 		$529K Hold
1,059
– – 0.07% 139
2026
Q1 		$529K Buy
1,059
+108
+11% +$56.9K 0.07% 139
2025
Q4 		$543K Sell
951
-12
-1% -$6.71K 0.07% 130
2025
Q3 		$548K Hold
963
– – 0.08% 124
2025
Q2 		$541K Buy
+963
New +$533K 0.08% 120
2025
Q1 		– Sell
-945
Closed -$498K – 179
2024
Q4 		$498K Sell
945
-1
-0.1% -$518 0.08% 120
2024
Q3 		$467K Sell
946
-29,480
-97% -$13.7M 0.08% 120
2024
Q2 		$412K Buy
30,426
+29,505
+3,204% +$13.4M 0.08% 124
2024
Q1 		$444K Hold
921
– – 0.09% 110
2023
Q4 		$393K Buy
921
+64
+7% +$25.7K 0.08% 112
2023
Q3 		$339K Sell
857
-4
-0.5% -$1.61K 0.08% 118
2023
Q2 		$339K Sell
861
-71
-8% -$26.6K 0.08% 125
2023
Q1 		$345K Buy
+932
New +$339K 0.07% 156
2022
Q3 		$285K Buy
+1,002
New +$332K 0.08% 110
2021
Q4 		– Sell
-604
Closed -$212K – 716
2021
Q3 		$212K Buy
604
+286
+90% +$104K 0.08% 158
2021
Q2 		$116K Buy
318
+7
+2% +$2.6K 0.05% 195
2021
Q1 		$100K Hold
311
– – 0.05% 179
2020
Q4 		$100K Buy
311
+13
+4% +$4.33K 0.05% 177
2020
Q3 		$101K Sell
298
-58
-16% -$18.9K 0.06% 157
2020
Q2 		$105K Buy
356
+87
+32% +$24.5K 0.07% 145
2020
Q1 		$65K Sell
269
-114
-30% -$33.9K 0.06% 187
2019
Q4 		$114K Buy
383
+9
+2% +$2.54K 0.09% 147
2019
Q3 		$102K Buy
374
+40
+12% +$11K 0.1% 146
2019
Q2 		$88K Sell
334
-12
-3% -$3K 0.08% 184
2019
Q1 		$81K Sell
346
-10
-3% -$2.15K 0.06% 163
2018
Q4 		$67K Buy
+356
New +$70.7K 0.05% 165

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

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

Liberty Wealth Management held its Mastercard (MA) position steady in Q2 2026 at 1,059 shares worth $529K. The position accounts for 0.07% of the portfolio, ranked #139.

Liberty Wealth Management first reported a position in MA in Q4 2018 and has held it in 26 quarters since. The position peaked at $548K in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Liberty Wealth Management held 1,059 shares of Mastercard worth $529K as of Q2 2026.
  • Liberty Wealth Management left its Mastercard share count unchanged in Q2 2026.
  • Mastercard made up 0.07% of Liberty Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Liberty Wealth Management first reported a position in Mastercard in Q4 2018 and has held it in 26 quarters since.
  • Liberty Wealth Management's Mastercard position peaked at $548K in Q3 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.