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LifeWealth Investments’s Mastercard MA Stock Holding History

LifeWealth Investments’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 		$406K Buy
790
+17
+2% +$8.48K 0.11% 94
2026
Q1 		$386K Buy
773
+37
+5% +$19.5K 0.12% 94
2025
Q4 		$420K Buy
736
+20
+3% +$11.2K 0.13% 98
2025
Q3 		$407K Buy
716
+6
+0.8% +$3.45K 0.13% 96
2025
Q2 		$399K Buy
710
+140
+25% +$77.4K 0.15% 97
2025
Q1 		$312K Buy
570
+64
+13% +$34.8K 0.15% 99
2024
Q4 		$266K Buy
+506
New +$262K 0.18% 124

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

LifeWealth Investments's MA Position: Q2 2026 in Review

LifeWealth Investments increased its Mastercard (MA) stake by 2.2% in Q2 2026, buying an estimated $8.48K and bringing the position to 790 shares worth $406K. The position accounts for 0.11% of the portfolio, ranked #94.

LifeWealth Investments first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q4 2025. 3,607 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • LifeWealth Investments held 790 shares of Mastercard worth $406K as of Q2 2026.
  • LifeWealth Investments bought 17 Mastercard shares in Q2 2026, an estimated $8.48K.
  • Mastercard made up 0.11% of LifeWealth Investments's portfolio in Q2 2026, its #94 holding.
  • LifeWealth Investments first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • LifeWealth Investments's Mastercard position peaked at $420K in Q4 2025.
  • 3,607 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.