North Ridge Wealth Advisors’s Mastercard MA Stock Holding History

North Ridge Wealth 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	$400K	Hold	800	–	–	0.22%	37
2025 Q4	$457K	Hold	800	–	–	0.26%	36
2025 Q3	$455K	Hold	800	–	–	0.26%	35
2025 Q2	$450K	Hold	800	–	–	0.28%	34
2025 Q1	$438K	Hold	800	–	–	0.29%	30
2024 Q4	$421K	Hold	800	–	–	0.29%	32
2024 Q3	$395K	Hold	800	–	–	0.27%	35
2024 Q2	$353K	Buy	+800	New	+$364K	0.27%	37

Other funds holding MA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

North Ridge Wealth Advisors's MA Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Mastercard (MA) position steady in Q1 2026 at 800 shares worth $400K. The position accounts for 0.22% of the portfolio, ranked #37.

North Ridge Wealth Advisors first reported a position in MA in Q2 2024 and has held it in 8 quarters since. The position peaked at $457K in Q4 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

North Ridge Wealth Advisors held 800 shares of Mastercard worth $400K as of Q1 2026.
North Ridge Wealth Advisors left its Mastercard share count unchanged in Q1 2026.
Mastercard made up 0.22% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #37 holding.
North Ridge Wealth Advisors first reported a position in Mastercard in Q2 2024 and has held it in 8 quarters since.
North Ridge Wealth Advisors's Mastercard position peaked at $457K in Q4 2025.
3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.