MAP
MA icon

Moody Aldrich Partners’s Mastercard MA Stock Holding History

Moody Aldrich 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
2025
Q1 		– Sell
-399
Closed -$210K – 198
2024
Q4 		$210K Sell
399
-72
-15% -$37.3K 0.04% 194
2024
Q3 		$233K Sell
471
-277
-37% -$129K 0.04% 181
2024
Q2 		$330K Buy
748
+3
+0.4% +$1.37K 0.06% 156
2024
Q1 		$359K Buy
745
+215
+41% +$98.3K 0.06% 163
2023
Q4 		$226K Hold
530
– – 0.04% 183
2023
Q3 		$210K Buy
+530
New +$213K 0.04% 190

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moody Aldrich Partners's MA Position: Q1 2025 in Review

Moody Aldrich Partners sold out of Mastercard (MA) in Q1 2025, closing a stake of 399 shares — an estimated $210K sold.

Moody Aldrich Partners first reported a position in MA in Q3 2023 and held it in 6 quarters. The position peaked at $359K in Q1 2024. 3,483 funds tracked by Wall St. Rank hold MA as of Q1 2025.

  • Moody Aldrich Partners reported no remaining Mastercard position as of Q1 2025 after selling out during the quarter.
  • Moody Aldrich Partners sold 399 Mastercard shares in Q1 2025, an estimated $210K.
  • Moody Aldrich Partners first reported a position in Mastercard in Q3 2023 and held it in 6 quarters.
  • Moody Aldrich Partners's Mastercard position peaked at $359K in Q1 2024.
  • 3,483 funds tracked by Wall St. Rank held Mastercard as of Q1 2025.

Based on Moody Aldrich Partners's 13F filing for Q1 2025, filed 29 Apr 2025.