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Medallion Wealth Advisors’s Mastercard MA Stock Holding History

Medallion 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
Q1 		$159K Buy
318
+45
+16% +$23.7K 0.05% 283
2025
Q4 		$156K Hold
273
– – 0.05% 276
2025
Q3 		$155K Hold
273
– – 0.06% 270
2025
Q2 		$154K Hold
273
– – 0.06% 266
2025
Q1 		$150K Hold
273
– – 0.07% 241
2024
Q4 		$144K Buy
+273
New +$141K 0.07% 234

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's MA Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Mastercard (MA) stake by 16% in Q1 2026, buying an estimated $23.7K and bringing the position to 318 shares worth $159K. The position accounts for 0.05% of the portfolio, ranked #283.

Medallion Wealth Advisors first reported a position in MA in Q4 2024 and has held it in 6 quarters since. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Medallion Wealth Advisors held 318 shares of Mastercard worth $159K as of Q1 2026.
  • Medallion Wealth Advisors bought 45 Mastercard shares in Q1 2026, an estimated $23.7K.
  • Mastercard made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #283 holding.
  • Medallion Wealth Advisors first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.