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MorganRosel Wealth Management’s Mastercard MA Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-9
Closed -$5.06K – 248
2025
Q2 		$5.06K Hold
9
– – ﹤0.01% 286
2025
Q1 		$4.93K Buy
+9
New +$4.9K ﹤0.01% 279

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

MorganRosel Wealth Management's MA Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Mastercard (MA) in Q3 2025, closing a stake of 9 shares — an estimated $5.06K sold.

MorganRosel Wealth Management first reported a position in MA in Q1 2025 and held it in 2 quarters. The position peaked at $5.06K in Q2 2025. 3,506 funds tracked by Wall St. Rank hold MA as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Mastercard position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 9 Mastercard shares in Q3 2025, an estimated $5.06K.
  • MorganRosel Wealth Management first reported a position in Mastercard in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Mastercard position peaked at $5.06K in Q2 2025.
  • 3,506 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.