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Perennial Investment Advisors’s Mastercard MA Stock Holding History

Perennial Investment 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
2025
Q3 		– Sell
-1,000
Closed -$562K – 501
2025
Q2 		$562K Hold
1,000
– – 0.05% 249
2025
Q1 		$548K Buy
+1,000
New +$544K 0.06% 234
2023
Q4 		– Sell
-1,000
Closed -$396K – 364
2023
Q3 		$396K Buy
+1,000
New +$401K 0.07% 196

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Perennial Investment Advisors's MA Position: Q1 2026 in Review

Perennial Investment Advisors increased its Mastercard (MA) stake by 2.6% in Q1 2026, buying an estimated $32.7K and bringing the position to 2,472 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #172.

Perennial Investment Advisors first reported a position in MA in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.38M in Q4 2025. 3,611 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Perennial Investment Advisors held 2,472 shares of Mastercard worth $1.24M as of Q1 2026.
  • Perennial Investment Advisors bought 62 Mastercard shares in Q1 2026, an estimated $32.7K.
  • Mastercard made up 0.1% of Perennial Investment Advisors's portfolio in Q1 2026, its #172 holding.
  • Perennial Investment Advisors first reported a position in Mastercard in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Mastercard position peaked at $1.38M in Q4 2025.
  • 3,611 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.