PWM
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Power Wealth Management’s Mastercard MA Stock Holding History

Power Wealth Management’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 		$437K Sell
851
-440
-34% -$219K 0.15% 79
2026
Q1 		$645K Sell
1,291
-66
-5% -$34.8K 0.24% 58
2025
Q4 		$775K Buy
1,357
+36
+3% +$20.1K 0.27% 58
2025
Q3 		$751K Buy
1,321
+838
+173% +$481K 0.27% 60
2025
Q2 		$271K Buy
+483
New +$267K 0.1% 80

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

Power Wealth Management's MA Position: Q2 2026 in Review

Power Wealth Management reduced its Mastercard (MA) stake by 34% in Q2 2026, selling an estimated $219K and leaving 851 shares worth $437K. The position accounts for 0.15% of the portfolio, ranked #79.

Power Wealth Management first reported a position in MA in Q2 2025 and has held it in 5 quarters since. The position peaked at $775K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Power Wealth Management held 851 shares of Mastercard worth $437K as of Q2 2026.
  • Power Wealth Management sold 440 Mastercard shares in Q2 2026, an estimated $219K.
  • Mastercard made up 0.15% of Power Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Power Wealth Management first reported a position in Mastercard in Q2 2025 and has held it in 5 quarters since.
  • Power Wealth Management's Mastercard position peaked at $775K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.