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Plan A Wealth’s Mastercard MA Stock Holding History

Plan A Wealth’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 		$804K Buy
1,565
+159
+11% +$79.3K 0.34% 41
2026
Q1 		$703K Buy
1,406
+72
+5% +$37.9K 0.34% 41
2025
Q4 		$762K Buy
1,334
+90
+7% +$50.3K 0.37% 33
2025
Q3 		$708K Buy
1,244
+68
+6% +$39.1K 0.36% 38
2025
Q2 		$661K Buy
1,176
+574
+95% +$317K 0.37% 45
2025
Q1 		$330K Buy
+602
New +$328K 0.26% 65

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

Plan A Wealth's MA Position: Q2 2026 in Review

Plan A Wealth increased its Mastercard (MA) stake by 11% in Q2 2026, buying an estimated $79.3K and bringing the position to 1,565 shares worth $804K. The position accounts for 0.34% of the portfolio, ranked #41.

Plan A Wealth first reported a position in MA in Q1 2025 and has held it in 6 quarters since. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Plan A Wealth held 1,565 shares of Mastercard worth $804K as of Q2 2026.
  • Plan A Wealth bought 159 Mastercard shares in Q2 2026, an estimated $79.3K.
  • Mastercard made up 0.34% of Plan A Wealth's portfolio in Q2 2026, its #41 holding.
  • Plan A Wealth first reported a position in Mastercard in Q1 2025 and has held it in 6 quarters since.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.