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Personal CFO Solutions’s Mastercard MA Stock Holding History

Personal CFO 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
2026
Q1 		$3.41M Sell
6,832
-267
-4% -$141K 0.48% 34
2025
Q4 		$4.05M Sell
7,099
-111
-2% -$62.1K 0.64% 26
2025
Q3 		$4.1M Sell
7,210
-100
-1% -$57.4K 0.72% 22
2025
Q2 		$4.11M Sell
7,310
-283
-4% -$157K 0.76% 20
2025
Q1 		$4.16M Buy
7,593
+42
+0.6% +$22.9K 0.85% 16
2024
Q4 		$3.98M Sell
7,551
-152
-2% -$78.7K 0.78% 19
2024
Q3 		$3.8M Buy
7,703
+120
+2% +$55.8K 0.53% 40
2024
Q2 		$3.35M Sell
7,583
-100
-1% -$45.6K 0.51% 40
2024
Q1 		$3.7M Buy
7,683
+306
+4% +$140K 0.58% 37
2023
Q4 		$3.15M Buy
7,377
+1,477
+25% +$593K 0.54% 37
2023
Q3 		$2.34M Sell
5,900
-64
-1% -$25.7K 0.46% 45
2023
Q2 		$2.35M Buy
5,964
+34
+0.6% +$12.8K 0.48% 39
2023
Q1 		$2.15M Sell
5,930
-73
-1% -$26.5K 0.45% 47
2022
Q4 		$2.09M Sell
6,003
-34
-0.6% -$11.2K 0.44% 47
2022
Q3 		$1.72M Sell
6,037
-888
-13% -$294K 0.43% 47
2022
Q2 		$2.19M Sell
6,925
-601
-8% -$207K 0.51% 40
2022
Q1 		$2.69M Sell
7,526
-131
-2% -$47.1K 0.53% 38
2021
Q4 		$2.75M Buy
7,657
+1,439
+23% +$498K 0.52% 35
2021
Q3 		$2.16M Buy
6,218
+202
+3% +$73.5K 0.44% 38
2021
Q2 		$2.2M Sell
6,016
-200
-3% -$74.4K 0.45% 42
2021
Q1 		$2.21M Buy
6,216
+146
+2% +$50.9K 0.48% 40
2020
Q4 		$2.17M Buy
6,070
+423
+7% +$141K 0.54% 42
2020
Q3 		$2K Buy
5,647
+95
+2% +$30.9K 0.67% 39
2020
Q2 		$1.64M Buy
5,552
+426
+8% +$120K 0.49% 49
2020
Q1 		$1.24M Buy
5,126
+5
+0.1% +$1.49K 0.44% 49
2019
Q4 		$1.53M Sell
5,121
-405
-7% -$114K 0.44% 38
2019
Q3 		$1.5M Buy
+5,526
New +$1.52M 0.6% 28

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 $33.7B AUM 8.48% 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

Personal CFO Solutions's MA Position: Q1 2026 in Review

Personal CFO Solutions reduced its Mastercard (MA) stake by 3.8% in Q1 2026, selling an estimated $141K and leaving 6,832 shares worth $3.41M. The position accounts for 0.48% of the portfolio, ranked #34.

Personal CFO Solutions first reported a position in MA in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.16M in Q1 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Personal CFO Solutions held 6,832 shares of Mastercard worth $3.41M as of Q1 2026.
  • Personal CFO Solutions sold 267 Mastercard shares in Q1 2026, an estimated $141K.
  • Mastercard made up 0.48% of Personal CFO Solutions's portfolio in Q1 2026, its #34 holding.
  • Personal CFO Solutions first reported a position in Mastercard in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's Mastercard position peaked at $4.16M in Q1 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.