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Lineweaver Wealth Advisors’s Mastercard MA Stock Holding History

Lineweaver 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 		$330K Sell
642
-57
-8% -$28.4K 0.04% 154
2026
Q1 		$349K Sell
699
-224
-24% -$118K 0.05% 147
2025
Q4 		$527K Buy
923
+4
+0.4% +$2.24K 0.07% 143
2025
Q3 		$523K Sell
919
-29
-3% -$16.7K 0.08% 136
2025
Q2 		$533K Sell
948
-18
-2% -$9.95K 0.08% 124
2025
Q1 		$530K Sell
966
-178
-16% -$96.9K 0.09% 112
2024
Q4 		$603K Sell
1,144
-25
-2% -$12.9K 0.11% 102
2024
Q3 		$579K Buy
1,169
+288
+33% +$134K 0.11% 101
2024
Q2 		$390K Sell
881
-137
-13% -$62.4K 0.08% 106
2024
Q1 		$492K Buy
1,018
+1
+0.1% +$457 0.12% 102
2023
Q4 		$435K Sell
1,017
-97
-9% -$39K 0.11% 106
2023
Q3 		$442K Buy
1,114
+96
+9% +$38.5K 0.13% 98
2023
Q2 		$401K Sell
1,018
-47
-4% -$17.6K 0.11% 91
2023
Q1 		$388K Buy
1,065
+23
+2% +$8.35K 0.12% 94
2022
Q4 		$363K Sell
1,042
-70
-6% -$23K 0.11% 98
2022
Q3 		$316K Sell
1,112
-1,143
-51% -$379K 0.1% 103
2022
Q2 		$711K Sell
2,255
-48
-2% -$16.5K 0.23% 69
2022
Q1 		$823K Sell
2,303
-27
-1% -$9.71K 0.24% 73
2021
Q4 		$837K Buy
2,330
+228
+11% +$78.8K 0.24% 68
2021
Q3 		$730K Buy
2,102
+737
+54% +$268K 0.22% 64
2021
Q2 		$498K Buy
1,365
+24
+2% +$8.92K 0.16% 69
2021
Q1 		$477K Buy
1,341
+503
+60% +$175K 0.17% 67
2020
Q4 		$299K Buy
+838
New +$279K 0.12% 79

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

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

Lineweaver Wealth Advisors reduced its Mastercard (MA) stake by 8.2% in Q2 2026, selling an estimated $28.4K and leaving 642 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #154.

Lineweaver Wealth Advisors first reported a position in MA in Q4 2020 and has held it in 23 quarters since. The position peaked at $837K in Q4 2021. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Lineweaver Wealth Advisors held 642 shares of Mastercard worth $330K as of Q2 2026.
  • Lineweaver Wealth Advisors sold 57 Mastercard shares in Q2 2026, an estimated $28.4K.
  • Mastercard made up 0.04% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • Lineweaver Wealth Advisors first reported a position in Mastercard in Q4 2020 and has held it in 23 quarters since.
  • Lineweaver Wealth Advisors's Mastercard position peaked at $837K in Q4 2021.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.