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Obsidian Personal Planning Solutions’s Mastercard MA Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$368K Sell
666
-18
-3% -$10.3K 0.13% 69
2025
Q2 		$384K Buy
684
+200
+41% +$111K 0.16% 56
2025
Q1 		$265K Hold
484
– – 0.12% 76
2024
Q4 		$269K Buy
484
+54
+13% +$28K 0.13% 71
2024
Q3 		$215K Buy
+430
New +$200K 0.11% 91

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 $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Obsidian Personal Planning Solutions's MA Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Mastercard (MA) stake by 2.6% in Q3 2025, selling an estimated $10.3K and leaving 666 shares worth $368K. The position accounts for 0.13% of the portfolio, ranked #69.

Obsidian Personal Planning Solutions first reported a position in MA in Q3 2024 and has held it in 5 quarters since. The position peaked at $384K in Q2 2025. 3,506 funds tracked by Wall St. Rank hold MA as of Q3 2025.

  • Obsidian Personal Planning Solutions held 666 shares of Mastercard worth $368K as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 18 Mastercard shares in Q3 2025, an estimated $10.3K.
  • Mastercard made up 0.13% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #69 holding.
  • Obsidian Personal Planning Solutions first reported a position in Mastercard in Q3 2024 and has held it in 5 quarters since.
  • Obsidian Personal Planning Solutions's Mastercard position peaked at $384K in Q2 2025.
  • 3,506 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.