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Marshall & Sterling Wealth Advisors’s Mastercard MA Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-39
Closed -$22.2K – 510
2025
Q3 		$22.2K Hold
39
– – 0.01% 259
2025
Q2 		$21.9K Hold
39
– – 0.01% 251
2025
Q1 		$21.4K Buy
+39
New +$21.2K 0.01% 242

Other funds holding MA

JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MA Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Mastercard (MA) in Q4 2025, closing a stake of 39 shares — an estimated $22.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in MA in Q1 2025 and held it in 3 quarters. The position peaked at $22.2K in Q3 2025. 3,731 funds tracked by Wall St. Rank hold MA as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Mastercard position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 39 Mastercard shares in Q4 2025, an estimated $22.2K.
  • Marshall & Sterling Wealth Advisors first reported a position in Mastercard in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Mastercard position peaked at $22.2K in Q3 2025.
  • 3,731 funds tracked by Wall St. Rank held Mastercard as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.