MWP
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Meriwether Wealth & Planning’s Mastercard MA Stock Holding History

Meriwether Wealth & Planning’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 		$262K Sell
511
-55
-10% -$27.4K 0.13% 99
2026
Q1 		$283K Sell
566
-84
-13% -$44.2K 0.15% 91
2025
Q4 		$371K Sell
650
-102
-14% -$57K 0.21% 74
2025
Q3 		$428K Sell
752
-5
-0.7% -$2.87K 0.25% 68
2025
Q2 		$425K Sell
757
-111
-13% -$61.4K 0.27% 64
2025
Q1 		$476K Buy
868
+1
+0.1% +$544 0.31% 62
2024
Q4 		$457K Buy
+867
New +$449K 0.33% 59

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

Meriwether Wealth & Planning's MA Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Mastercard (MA) stake by 9.7% in Q2 2026, selling an estimated $27.4K and leaving 511 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #99.

Meriwether Wealth & Planning first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $476K in Q1 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Meriwether Wealth & Planning held 511 shares of Mastercard worth $262K as of Q2 2026.
  • Meriwether Wealth & Planning sold 55 Mastercard shares in Q2 2026, an estimated $27.4K.
  • Mastercard made up 0.13% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #99 holding.
  • Meriwether Wealth & Planning first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Mastercard position peaked at $476K in Q1 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.