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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifePlan Investment Advisors's MA Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Mastercard (MA) stake by 3.2% in Q1 2026, selling an estimated $7.9K and leaving 450 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #115.

LifePlan Investment Advisors first reported a position in MA in Q1 2024 and has held it in 9 quarters since. The position peaked at $265K in Q4 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

LifePlan Investment Advisors held 450 shares of Mastercard worth $225K as of Q1 2026.
LifePlan Investment Advisors sold 15 Mastercard shares in Q1 2026, an estimated $7.9K.
Mastercard made up 0.09% of LifePlan Investment Advisors's portfolio in Q1 2026, its #115 holding.
LifePlan Investment Advisors first reported a position in Mastercard in Q1 2024 and has held it in 9 quarters since.
LifePlan Investment Advisors's Mastercard position peaked at $265K in Q4 2025.
3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.