PWMA
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Pension & Wealth Management Advisors’s Mastercard MA Stock Holding History

Pension & Wealth Management 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
Q2 		$37.8K Buy
73
+70
+2,333% +$34.9K 0.01% 356
2026
Q1 		$1.5K Buy
+3
New +$1.58K ﹤0.01% 474

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pension & Wealth Management Advisors's MA Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Mastercard (MA) stake by 2,333% in Q2 2026, buying an estimated $34.9K and bringing the position to 73 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #356.

Pension & Wealth Management Advisors first reported a position in MA in Q1 2026 and has held it in 2 quarters since. 3,454 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Pension & Wealth Management Advisors held 73 shares of Mastercard worth $37.8K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 70 Mastercard shares in Q2 2026, an estimated $34.9K.
  • Mastercard made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #356 holding.
  • Pension & Wealth Management Advisors first reported a position in Mastercard in Q1 2026 and has held it in 2 quarters since.
  • 3,454 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.