MAMG
MA icon

Milestone Asset Management Group’s Mastercard MA Stock Holding History

Milestone Asset Management Group’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 		– Sell
-393
Closed -$224K – 131
2025
Q4 		$224K Buy
+393
New +$220K 0.13% 120

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

Milestone Asset Management Group's MA Position: Q1 2026 in Review

Milestone Asset Management Group sold out of Mastercard (MA) in Q1 2026, closing a stake of 393 shares — an estimated $224K sold.

Milestone Asset Management Group first reported a position in MA in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Milestone Asset Management Group reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • Milestone Asset Management Group sold 393 Mastercard shares in Q1 2026, an estimated $224K.
  • Milestone Asset Management Group first reported a position in Mastercard in Q4 2025 and held it in 1 quarter.
  • Milestone Asset Management Group's Mastercard position peaked at $224K in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.