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Morton Brown Family Wealth’s Mastercard MA Stock Holding History

Morton Brown Family Wealth’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 		$7.19K Buy
14
+6
+75% +$2.99K ﹤0.01% 217
2026
Q1 		$4K Hold
8
– – ﹤0.01% 233
2025
Q4 		$4.57K Buy
+8
New +$4.47K ﹤0.01% 231
2025
Q3 		– Sell
-8
Closed -$4.5K – 302
2025
Q2 		$4.5K Hold
8
– – ﹤0.01% 240
2025
Q1 		$4.38K Buy
+8
New +$4.36K ﹤0.01% 243

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

Morton Brown Family Wealth's MA Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Mastercard (MA) stake by 75% in Q2 2026, buying an estimated $2.99K and bringing the position to 14 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Morton Brown Family Wealth first reported a position in MA in Q1 2025 and has held it in 5 quarters since. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Morton Brown Family Wealth held 14 shares of Mastercard worth $7.19K as of Q2 2026.
  • Morton Brown Family Wealth bought 6 Mastercard shares in Q2 2026, an estimated $2.99K.
  • Mastercard made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #217 holding.
  • Morton Brown Family Wealth first reported a position in Mastercard in Q1 2025 and has held it in 5 quarters since.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.