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O'Brien Wealth Partners’s Mastercard MA Stock Holding History

O'Brien Wealth Partners’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
Q4 		$12K Sell
21
-1
-5% -$559 ﹤0.01% 102
2025
Q3 		$12.5K Hold
22
– – ﹤0.01% 89
2025
Q2 		$12.4K Sell
22
-87
-80% -$48.1K ﹤0.01% 76
2025
Q1 		$59.7K Buy
109
+9
+9% +$4.9K 0.01% 59
2024
Q4 		$52.7K Hold
100
– – 0.01% 59
2024
Q3 		$49.4K Sell
100
-11
-10% -$5.12K 0.01% 58
2024
Q2 		$49K Sell
111
-7
-6% -$3.19K 0.01% 53
2024
Q1 		$56.8K Sell
118
-24
-17% -$11K 0.01% 55
2023
Q4 		$60.6K Sell
142
-243
-63% -$97.6K 0.02% 54
2023
Q3 		$152K Hold
385
– – 0.04% 46
2023
Q2 		$151K Sell
385
-13
-3% -$4.88K 0.04% 47
2023
Q1 		$145K Sell
398
-8
-2% -$2.91K 0.05% 49
2022
Q4 		$141K Sell
406
-56
-12% -$18.4K 0.06% 51
2022
Q3 		$131K Sell
462
-29
-6% -$9.61K 0.06% 51
2022
Q2 		$155K Buy
491
+109
+29% +$37.5K 0.06% 54
2022
Q1 		$125K Buy
382
+8
+2% +$2.88K 0.05% 49
2021
Q4 		$140K Buy
374
+18
+5% +$6.22K 0.05% 48
2021
Q3 		$122K Sell
356
-313
-47% -$114K 0.04% 41
2021
Q2 		$250K Buy
669
+28
+4% +$10.4K 0.08% 35
2021
Q1 		$242K Buy
641
+41
+7% +$14.3K 0.08% 37
2020
Q4 		$213K Buy
+600
New +$200K 0.08% 35

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 $6.73T AUM 46.02% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

O'Brien Wealth Partners's MA Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Mastercard (MA) stake by 4.5% in Q4 2025, selling an estimated $559 and leaving 21 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #102.

O'Brien Wealth Partners first reported a position in MA in Q4 2020 and has held it in 21 quarters since. The position peaked at $250K in Q2 2021. 3,731 funds tracked by Wall St. Rank hold MA as of Q4 2025.

  • O'Brien Wealth Partners held 21 shares of Mastercard worth $12K as of Q4 2025.
  • O'Brien Wealth Partners sold 1 Mastercard share in Q4 2025, an estimated $559.
  • Mastercard made up ﹤0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #102 holding.
  • O'Brien Wealth Partners first reported a position in Mastercard in Q4 2020 and has held it in 21 quarters since.
  • O'Brien Wealth Partners's Mastercard position peaked at $250K in Q2 2021.
  • 3,731 funds tracked by Wall St. Rank held Mastercard as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.