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Mountain Capital Investment Advisors’s Mastercard MA Stock Holding History

Mountain Capital Investment 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
2026
Q1 		– Sell
-535
Closed -$280K – 98
2025
Q4 		$280K Sell
535
-15
-3% -$8.38K 0.05% 65
2025
Q3 		$316K Buy
550
+37
+7% +$21.2K 0.06% 57
2025
Q2 		$290K Buy
513
+104
+25% +$57.5K 0.06% 50
2025
Q1 		$219K Buy
409
+2
+0.5% +$1.09K 0.05% 52
2024
Q4 		$214K Sell
407
-5
-1% -$2.59K 0.04% 54
2024
Q3 		$218K Buy
+412
New +$192K 0.05% 50
2022
Q4 		– Sell
-9,029
Closed -$2.69M – 87
2022
Q3 		$2.69M Buy
9,029
+57
+0.6% +$18.9K 1.41% 14
2022
Q2 		$2.91M Buy
8,972
+593
+7% +$204K 1.45% 15
2022
Q1 		$2.91M Buy
8,379
+1,313
+19% +$472K 1.37% 14
2021
Q4 		$2.59M Buy
7,066
+2,324
+49% +$804K 1.17% 15
2021
Q3 		$1.68M Sell
4,742
-160
-3% -$58.2K 0.89% 24
2021
Q2 		$1.81M Sell
4,902
-215
-4% -$79.9K 0.84% 25
2021
Q1 		$1.94M Buy
5,117
+142
+3% +$49.5K 0.97% 24
2020
Q4 		$1.73M Sell
4,975
-1,481
-23% -$493K 1.05% 21
2020
Q3 		$2.27M Buy
+6,456
New +$2.1M 1.47% 18
2017
Q4 		– Sell
-736
Closed -$104K – 258
2017
Q3 		$104K Hold
736
– – 0.09% 67
2017
Q2 		$89K Buy
+736
New +$87.3K 0.09% 91

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mountain Capital Investment Advisors's MA Position: Q1 2026 in Review

Mountain Capital Investment Advisors sold out of Mastercard (MA) in Q1 2026, closing a stake of 535 shares — an estimated $280K sold.

Mountain Capital Investment Advisors first reported a position in MA in Q2 2017 and held it in 17 quarters. The position peaked at $2.91M in Q1 2022. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Mountain Capital Investment Advisors reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 535 Mastercard shares in Q1 2026, an estimated $280K.
  • Mountain Capital Investment Advisors first reported a position in Mastercard in Q2 2017 and held it in 17 quarters.
  • Mountain Capital Investment Advisors's Mastercard position peaked at $2.91M in Q1 2022.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.