MWM
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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
Q2 		$3.46M Sell
6,742
-155
-2% -$77.3K 0.37% 62
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
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

Maridea Wealth Management's MA Position: Q2 2026 in Review

Maridea Wealth Management reduced its Mastercard (MA) stake by 2.2% in Q2 2026, selling an estimated $77.3K and leaving 6,742 shares worth $3.46M. The position accounts for 0.37% of the portfolio, ranked #62.

Maridea Wealth Management first reported a position in MA in Q4 2024 and has held it in 6 quarters since. 3,625 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Maridea Wealth Management held 6,742 shares of Mastercard worth $3.46M as of Q2 2026.
  • Maridea Wealth Management sold 155 Mastercard shares in Q2 2026, an estimated $77.3K.
  • Mastercard made up 0.37% of Maridea Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Maridea Wealth Management first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • 3,625 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.