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Ogorek Anthony Joseph’s Mastercard MA Stock Holding History

Ogorek Anthony Joseph’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 		$73K Sell
147
-4
-3% -$2.11K 0.02% 129
2025
Q4 		$86K Sell
151
-13
-8% -$7.27K 0.02% 115
2025
Q3 		$93K Sell
164
-61
-27% -$35K 0.03% 116
2025
Q2 		$126K Sell
225
-5
-2% -$2.77K 0.04% 89
2025
Q1 		$126K Buy
230
+99
+76% +$53.9K 0.04% 86
2024
Q4 		$69K Hold
131
– – 0.02% 94
2024
Q3 		$64K Hold
131
– – 0.02% 100
2024
Q2 		$57K Sell
131
-13
-9% -$5.92K 0.02% 101
2024
Q1 		$69K Sell
144
-23
-14% -$10.5K 0.02% 91
2023
Q4 		$71K Sell
167
-2,680
-94% -$1.08M 0.03% 87
2023
Q3 		$1.13M Sell
2,847
-64
-2% -$25.7K 0.44% 49
2023
Q2 		$1.14M Sell
2,911
-1,262
-30% -$474K 0.44% 42
2023
Q1 		$1.52M Sell
4,173
-1,572
-27% -$571K 0.62% 44
2022
Q4 		$2M Sell
5,745
-36
-0.6% -$11.8K 0.87% 38
2022
Q3 		$1.64M Buy
5,781
+169
+3% +$56K 0.78% 34
2022
Q2 		$1.77M Buy
5,612
+5,519
+5,934% +$1.9M 0.81% 34
2022
Q1 		$33K Hold
93
– – 0.01% 102
2021
Q4 		$33K Hold
93
– – 0.01% 98
2021
Q3 		$32K Buy
93
+91
+4,550% +$33.1K 0.01% 95
2021
Q2 		$0 Hold
2
– – ﹤0.01% 204
2021
Q1 		$0 Hold
2
– – ﹤0.01% 199
2020
Q4 		$3K Hold
2
– – ﹤0.01% 173
2020
Q3 		$0 Sell
2
-100
-98% -$32.5K ﹤0.01% 197
2020
Q2 		$30K Hold
102
– – 0.02% 52
2020
Q1 		$24K Buy
102
+2
+2% +$595 0.01% 58
2019
Q4 		$29K Hold
100
– – 0.01% 62
2019
Q3 		$27K Hold
100
– – 0.02% 55
2019
Q2 		$26K Hold
100
– – 0.02% 54
2019
Q1 		$23K Hold
100
– – 0.02% 55
2018
Q4 		$18K Buy
100
+50
+100% +$9.93K 0.01% 61
2018
Q3 		$11K Buy
+50
New +$10.4K 0.01% 96

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 $32.1B AUM 8.22% 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

Ogorek Anthony Joseph's MA Position: Q1 2026 in Review

Ogorek Anthony Joseph reduced its Mastercard (MA) stake by 2.6% in Q1 2026, selling an estimated $2.11K and leaving 147 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #129.

Ogorek Anthony Joseph first reported a position in MA in Q3 2018 and has held it in 31 quarters since. The position peaked at $2M in Q4 2022. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Ogorek Anthony Joseph held 147 shares of Mastercard worth $73K as of Q1 2026.
  • Ogorek Anthony Joseph sold 4 Mastercard shares in Q1 2026, an estimated $2.11K.
  • Mastercard made up 0.02% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #129 holding.
  • Ogorek Anthony Joseph first reported a position in Mastercard in Q3 2018 and has held it in 31 quarters since.
  • Ogorek Anthony Joseph's Mastercard position peaked at $2M in Q4 2022.
  • 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.