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Meridian Wealth Management’s Mastercard MA Stock Holding History

Meridian Wealth Management’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 		$924K Buy
+1,800
New +$898K 0.03% 394

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 Management's MA Position: Q2 2026 in Review

Meridian Wealth Management reduced its Mastercard (MA) stake by 39% in Q2 2026, selling an estimated $3.24M and leaving 10,310 shares worth $5.3M. The position accounts for 0.16% of the portfolio, ranked #122.

Meridian Wealth Management first reported a position in MA in Q4 2016 and has held it in 36 quarters since. The position peaked at $9.84M in Q4 2025. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Meridian Wealth Management held 10,310 shares of Mastercard worth $5.3M as of Q2 2026.
  • Meridian Wealth Management sold 6,498 Mastercard shares in Q2 2026, an estimated $3.24M.
  • Mastercard made up 0.16% of Meridian Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Meridian Wealth Management first reported a position in Mastercard in Q4 2016 and has held it in 36 quarters since.
  • Meridian Wealth Management's Mastercard position peaked at $9.84M in Q4 2025.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.