MFP
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Meramec Financial Planners’s Mastercard MA Stock Holding History

Meramec Financial Planners’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 		$110K Sell
199
-3
-1% -$1.5K 0.04% 171
2026
Q1 		$104K Buy
202
+1
+0.5% +$527 0.04% 159
2025
Q4 		$110K Buy
+201
New +$112K 0.04% 159

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

Meramec Financial Planners's MA Position: Q2 2026 in Review

Meramec Financial Planners reduced its Mastercard (MA) stake by 1.5% in Q2 2026, selling an estimated $1.5K and leaving 199 shares worth $110K. The position accounts for 0.04% of the portfolio, ranked #171.

Meramec Financial Planners first reported a position in MA in Q4 2025 and has held it in 3 quarters since. The position peaked at $110K in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Meramec Financial Planners held 199 shares of Mastercard worth $110K as of Q2 2026.
  • Meramec Financial Planners sold 3 Mastercard shares in Q2 2026, an estimated $1.5K.
  • Mastercard made up 0.04% of Meramec Financial Planners's portfolio in Q2 2026, its #171 holding.
  • Meramec Financial Planners first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Mastercard position peaked at $110K in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.