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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
Q2 		$2.97M Sell
5,791
-1,041
-15% -$519K 0.43% 35
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 		$2M 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 $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

Personal CFO Solutions's MA Position: Q2 2026 in Review

Personal CFO Solutions reduced its Mastercard (MA) stake by 15% in Q2 2026, selling an estimated $519K and leaving 5,791 shares worth $2.97M. The position accounts for 0.43% of the portfolio, ranked #35.

Personal CFO Solutions first reported a position in MA in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.16M in Q1 2025. 3,612 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Personal CFO Solutions held 5,791 shares of Mastercard worth $2.97M as of Q2 2026.
  • Personal CFO Solutions sold 1,041 Mastercard shares in Q2 2026, an estimated $519K.
  • Mastercard made up 0.43% of Personal CFO Solutions's portfolio in Q2 2026, its #35 holding.
  • Personal CFO Solutions first reported a position in Mastercard in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Mastercard position peaked at $4.16M in Q1 2025.
  • 3,612 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.