LifePlan Investment Advisors’s Mastercard MA Stock Holding History

LifePlan Investment 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	$250K	Buy	486 +36	+8%	+$17.9K	0.09%	123
2026 Q1	$225K	Sell	450 -15	-3%	-$7.9K	0.09%	115
2025 Q4	$265K	Buy	465 +15	+3%	+$8.38K	0.11%	101
2025 Q3	$256K	Sell	450 -15	-3%	-$8.61K	0.11%	99
2025 Q2	$261K	Sell	465 -2	-0.4%	-$1.11K	0.13%	96
2025 Q1	$256K	Hold	467	–	–	0.15%	86
2024 Q4	$246K	Buy	467 +15	+3%	+$7.76K	0.15%	85
2024 Q3	$223K	Sell	452 -14	-3%	-$6.51K	0.14%	85
2024 Q2	$206K	Buy	466 +34	+8%	+$15.5K	0.15%	84
2024 Q1	$208K	Buy	+432	New	+$197K	0.17%	78

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LifePlan Investment Advisors's MA Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Mastercard (MA) stake by 8% in Q2 2026, buying an estimated $17.9K and bringing the position to 486 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #123.

LifePlan Investment Advisors first reported a position in MA in Q1 2024 and has held it in 10 quarters since. The position peaked at $265K in Q4 2025. 3,617 funds tracked by Wall St. Rank hold MA as of Q2 2026.

LifePlan Investment Advisors held 486 shares of Mastercard worth $250K as of Q2 2026.
LifePlan Investment Advisors bought 36 Mastercard shares in Q2 2026, an estimated $17.9K.
Mastercard made up 0.09% of LifePlan Investment Advisors's portfolio in Q2 2026, its #123 holding.
LifePlan Investment Advisors first reported a position in Mastercard in Q1 2024 and has held it in 10 quarters since.
LifePlan Investment Advisors's Mastercard position peaked at $265K in Q4 2025.
3,617 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.