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Meridian Wealth Partners’s Mastercard MA Stock Holding History

Meridian Wealth Partners’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 		$306K Buy
613
+11
+2% +$5.79K 0.04% 88
2025
Q4 		$344K Sell
602
-30
-5% -$16.8K 0.05% 80
2025
Q3 		$360K Sell
632
-37
-6% -$21.2K 0.05% 77
2025
Q2 		$376K Buy
669
+19
+3% +$10.5K 0.05% 80
2025
Q1 		$356K Sell
650
-128
-16% -$69.7K 0.06% 75
2024
Q4 		$410K Buy
778
+9
+1% +$4.66K 0.06% 71
2024
Q3 		$380K Sell
769
-98
-11% -$45.6K 0.06% 72
2024
Q2 		$383K Buy
867
+53
+7% +$24.1K 0.07% 71
2024
Q1 		$392K Buy
814
+36
+5% +$16.5K 0.07% 66
2023
Q4 		$332K Buy
778
+9
+1% +$3.62K 0.06% 70
2023
Q3 		$304K Buy
769
+103
+15% +$41.3K 0.06% 72
2023
Q2 		$262K Buy
666
+32
+5% +$12K 0.05% 77
2023
Q1 		$230K Buy
+634
New +$230K 0.05% 84
2021
Q2 		– Sell
-346
Closed -$123K – 766
2021
Q1 		$123K Sell
346
-132
-28% -$46.1K 0.04% 95
2020
Q4 		$170K Sell
478
-14
-3% -$4.66K 0.07% 69
2020
Q3 		$166K Buy
492
+17
+4% +$5.53K 0.08% 65
2020
Q2 		$141K Buy
475
+10
+2% +$2.82K 0.08% 71
2020
Q1 		$112K Buy
465
+13
+3% +$3.87K 0.07% 81
2019
Q4 		$136K Buy
+452
New +$127K 0.08% 79

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 $33.7B AUM 8.48% 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

Meridian Wealth Partners's MA Position: Q1 2026 in Review

Meridian Wealth Partners increased its Mastercard (MA) stake by 1.8% in Q1 2026, buying an estimated $5.79K and bringing the position to 613 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #88.

Meridian Wealth Partners first reported a position in MA in Q4 2019 and has held it in 19 quarters since. The position peaked at $410K in Q4 2024. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Meridian Wealth Partners held 613 shares of Mastercard worth $306K as of Q1 2026.
  • Meridian Wealth Partners bought 11 Mastercard shares in Q1 2026, an estimated $5.79K.
  • Mastercard made up 0.04% of Meridian Wealth Partners's portfolio in Q1 2026, its #88 holding.
  • Meridian Wealth Partners first reported a position in Mastercard in Q4 2019 and has held it in 19 quarters since.
  • Meridian Wealth Partners's Mastercard position peaked at $410K in Q4 2024.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.