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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
Q2 		$128K Sell
250
-68
-21% -$33.9K 0.04% 304
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 $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

Medallion Wealth Advisors's MA Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Mastercard (MA) stake by 21% in Q2 2026, selling an estimated $33.9K and leaving 250 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #304.

Medallion Wealth Advisors first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $159K in Q1 2026. 3,623 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Medallion Wealth Advisors held 250 shares of Mastercard worth $128K as of Q2 2026.
  • Medallion Wealth Advisors sold 68 Mastercard shares in Q2 2026, an estimated $33.9K.
  • Mastercard made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #304 holding.
  • Medallion Wealth Advisors first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Mastercard position peaked at $159K in Q1 2026.
  • 3,623 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.