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Optimize Financial’s Mastercard MA Stock Holding History

Optimize Financial’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 		$456K Buy
+912
New +$480K 0.22% 137

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimize Financial's MA Position: Q1 2026 in Review

Optimize Financial opened a new position in Mastercard (MA) in Q1 2026: 912 shares worth $456K. The stake represents 0.22% of the portfolio and ranks #137 among its holdings.

3,625 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Optimize Financial held 912 shares of Mastercard worth $456K as of Q1 2026.
  • Mastercard was a new Optimize Financial position in Q1 2026.
  • Mastercard made up 0.22% of Optimize Financial's portfolio in Q1 2026, its #137 holding.
  • 3,625 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.