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Meridian Wealth Advisors’s Mastercard MA Stock Holding History

Meridian 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 		$1.49M Buy
2,897
+58
+2% +$28.9K 0.17% 82
2026
Q1 		$1.42M Buy
2,839
+52
+2% +$27.4K 0.19% 77
2025
Q4 		$1.59M Sell
2,787
-46
-2% -$25.7K 0.22% 69
2025
Q3 		$1.61M Buy
2,833
+30
+1% +$17.2K 0.23% 66
2025
Q2 		$1.58M Sell
2,803
-44
-2% -$24.3K 0.25% 63
2025
Q1 		$1.56M Sell
2,847
-31
-1% -$16.9K 0.26% 59
2024
Q4 		$1.52M Buy
2,878
+1
+0% +$518 0.25% 63
2024
Q3 		$1.42M Sell
2,877
-42
-1% -$19.5K 0.24% 67
2024
Q2 		$1.29M Buy
2,919
+12
+0.4% +$5.47K 0.23% 68
2024
Q1 		$1.4M Hold
2,907
– – 0.26% 67
2023
Q4 		$1.24M Hold
2,907
– – 0.27% 69
2023
Q3 		$1.15M Hold
2,907
– – 0.29% 70
2023
Q2 		$1.14M Hold
2,907
– – 0.28% 71
2023
Q1 		$1.06M Hold
2,907
– – 0.26% 74
2022
Q4 		$1.01M Sell
2,907
-17
-0.6% -$5.6K 0.26% 75
2022
Q3 		$831K Sell
2,924
-53
-2% -$17.6K 0.23% 80
2022
Q2 		$939K Buy
2,977
+1,041
+54% +$359K 0.25% 82
2022
Q1 		$692K Buy
1,936
+932
+93% +$335K 0.16% 106
2021
Q4 		$361K Buy
1,004
+1
+0.1% +$346 0.09% 147
2021
Q3 		$349K Sell
1,003
-60
-6% -$21.8K 0.1% 146
2021
Q2 		$388K Buy
1,063
+377
+55% +$140K 0.11% 135
2021
Q1 		$244K Sell
686
-385
-36% -$134K 0.08% 153
2020
Q4 		$382K Buy
1,071
+33
+3% +$11K 0.14% 122
2020
Q3 		$351K Buy
+1,038
New +$337K 0.15% 115
2020
Q1 		– Sell
-362
Closed -$108K – 157
2019
Q4 		$108K Buy
+362
New +$102K 0.04% 163
2019
Q1 		– Sell
-391
Closed -$74K – 287
2018
Q4 		$74K Buy
+391
New +$77.6K 0.06% 203

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

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

Meridian Wealth Advisors increased its Mastercard (MA) stake by 2% in Q2 2026, buying an estimated $28.9K and bringing the position to 2,897 shares worth $1.49M. The position accounts for 0.17% of the portfolio, ranked #82.

Meridian Wealth Advisors first reported a position in MA in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.61M in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Meridian Wealth Advisors held 2,897 shares of Mastercard worth $1.49M as of Q2 2026.
  • Meridian Wealth Advisors bought 58 Mastercard shares in Q2 2026, an estimated $28.9K.
  • Mastercard made up 0.17% of Meridian Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Meridian Wealth Advisors first reported a position in Mastercard in Q4 2018 and has held it in 26 quarters since.
  • Meridian Wealth Advisors's Mastercard position peaked at $1.61M in Q3 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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