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Mosley Wealth Management’s Mastercard MA Stock Holding History

Mosley 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
2026
Q2 		$618K Buy
1,202
+328
+38% +$164K 0.2% 84
2026
Q1 		$497K Buy
874
+11
+1% +$5.79K 0.23% 95
2025
Q4 		$498K Buy
+863
New +$482K 0.23% 102
2024
Q4 		$466K Buy
849
+70
+9% +$36.2K 0.29% 79
2024
Q3 		$401K Buy
779
+107
+16% +$49.8K 0.27% 81
2024
Q2 		$296K Buy
672
+56
+9% +$25.5K 0.25% 83
2024
Q1 		$297K Sell
616
-32
-5% -$14.6K 0.28% 80
2023
Q4 		$276K Buy
+648
New +$260K 0.27% 79

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mosley Wealth Management's MA Position: Q2 2026 in Review

Mosley Wealth Management increased its Mastercard (MA) stake by 38% in Q2 2026, buying an estimated $164K and bringing the position to 1,202 shares worth $618K. The position accounts for 0.2% of the portfolio, ranked #84.

Mosley Wealth Management first reported a position in MA in Q4 2023 and has held it in 8 quarters since. 2,259 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Mosley Wealth Management held 1,202 shares of Mastercard worth $618K as of Q2 2026.
  • Mosley Wealth Management bought 328 Mastercard shares in Q2 2026, an estimated $164K.
  • Mastercard made up 0.2% of Mosley Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Mosley Wealth Management first reported a position in Mastercard in Q4 2023 and has held it in 8 quarters since.
  • 2,259 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.