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Morling Financial Advisors’s Mastercard MA Stock Holding History

Morling Financial Advisors’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
Q2 		– Sell
-374
Closed -$205K – 116
2025
Q1 		$205K Buy
+374
New +$204K 0.07% 79

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
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

Morling Financial Advisors's MA Position: Q2 2025 in Review

Morling Financial Advisors sold out of Mastercard (MA) in Q2 2025, closing a stake of 374 shares — an estimated $205K sold.

Morling Financial Advisors first reported a position in MA in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 3,528 funds tracked by Wall St. Rank hold MA as of Q2 2025.

  • Morling Financial Advisors reported no remaining Mastercard position as of Q2 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 374 Mastercard shares in Q2 2025, an estimated $205K.
  • Morling Financial Advisors first reported a position in Mastercard in Q1 2025 and held it in 1 quarter.
  • Morling Financial Advisors's Mastercard position peaked at $205K in Q1 2025.
  • 3,528 funds tracked by Wall St. Rank held Mastercard as of Q2 2025.

Based on Morling Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.