Measured Wealth Private Client Group’s Mastercard MA Stock Holding History

Measured Wealth Private Client Group’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	$60.6K	Hold	118	–	–	0.01%	298
2026 Q1	$59K	Hold	118	–	–	0.02%	280
2025 Q4	$67.4K	Sell	118 -5	-4%	-$2.79K	0.02%	282
2025 Q3	$70K	Buy	+123	New	+$70.6K	0.02%	267
2019 Q3	–	Sell	-1,697	Closed	-$449K	–	173
2019 Q2	$449K	Sell	1,697 -1,057	-38%	-$265K	0.26%	75
2019 Q1	$648K	Buy	+2,754	New	+$592K	0.4%	47
2018 Q4	–	Sell	-1,428	Closed	-$315K	–	443
2018 Q3	$315K	Sell	1,428 -111	-7%	-$23.2K	0.19%	104
2018 Q2	$302K	Buy	+1,539	New	+$289K	0.25%	98

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Measured Wealth Private Client Group's MA Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Mastercard (MA) position steady in Q2 2026 at 118 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #298.

Measured Wealth Private Client Group first reported a position in MA in Q2 2018 and has held it in 8 quarters since. The position peaked at $648K in Q1 2019. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Measured Wealth Private Client Group held 118 shares of Mastercard worth $60.6K as of Q2 2026.
Measured Wealth Private Client Group left its Mastercard share count unchanged in Q2 2026.
Mastercard made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #298 holding.
Measured Wealth Private Client Group first reported a position in Mastercard in Q2 2018 and has held it in 8 quarters since.
Measured Wealth Private Client Group's Mastercard position peaked at $648K in Q1 2019.
3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.