Maridea Wealth Management’s Mastercard MA Stock Holding History

Maridea Wealth Management’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	$3.45M	Buy	6,897 +940	+16%	+$495K	0.5%	48
2025 Q4	$3.4M	Buy	5,957 +1,626	+38%	+$909K	0.51%	50
2025 Q3	$2.45M	Buy	+4,331	New	+$2.49M	0.38%	62
2025 Q2	–	Sell	-1,124	Closed	-$616K	–	299
2025 Q1	$616K	Buy	1,124 +103	+10%	+$56.1K	0.2%	93
2024 Q4	$538K	Buy	+1,021	New	+$529K	0.17%	101

Other funds holding MA

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

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 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

Maridea Wealth Management's MA Position: Q1 2026 in Review

Maridea Wealth Management increased its Mastercard (MA) stake by 16% in Q1 2026, buying an estimated $495K and bringing the position to 6,897 shares worth $3.45M. The position accounts for 0.5% of the portfolio, ranked #48.

Maridea Wealth Management first reported a position in MA in Q4 2024 and has held it in 5 quarters since. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Maridea Wealth Management held 6,897 shares of Mastercard worth $3.45M as of Q1 2026.
Maridea Wealth Management bought 940 Mastercard shares in Q1 2026, an estimated $495K.
Mastercard made up 0.5% of Maridea Wealth Management's portfolio in Q1 2026, its #48 holding.
Maridea Wealth Management first reported a position in Mastercard in Q4 2024 and has held it in 5 quarters since.
3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.