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Lifelong Wealth Advisors’s Mastercard MA Stock Holding History

Lifelong Wealth 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
Q2 		$271K Buy
528
+8
+2% +$3.99K 0.06% 90
2026
Q1 		$260K Buy
520
+3
+0.6% +$1.58K 0.07% 82
2025
Q4 		$295K Sell
517
-1
-0.2% -$559 0.08% 72
2025
Q3 		$295K Sell
518
-2
-0.4% -$1.15K 0.09% 66
2025
Q2 		$292K Buy
520
+27
+5% +$14.9K 0.1% 62
2025
Q1 		$270K Buy
493
+3
+0.6% +$1.63K 0.13% 56
2024
Q4 		$258K Buy
+490
New +$254K 0.12% 56

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

Lifelong Wealth Advisors's MA Position: Q2 2026 in Review

Lifelong Wealth Advisors increased its Mastercard (MA) stake by 1.5% in Q2 2026, buying an estimated $3.99K and bringing the position to 528 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #90.

Lifelong Wealth Advisors first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $295K in Q4 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Lifelong Wealth Advisors held 528 shares of Mastercard worth $271K as of Q2 2026.
  • Lifelong Wealth Advisors bought 8 Mastercard shares in Q2 2026, an estimated $3.99K.
  • Mastercard made up 0.06% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Lifelong Wealth Advisors first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • Lifelong Wealth Advisors's Mastercard position peaked at $295K in Q4 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.