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Prestige Wealth Management Group’s Mastercard MA Stock Holding History

Prestige Wealth Management Group’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 		$1.8M Buy
3,496
+877
+33% +$437K 0.33% 50
2026
Q1 		$1.31M Sell
2,619
-33
-1% -$17.4K 0.26% 56
2025
Q4 		$1.51M Buy
2,652
+33
+1% +$18.4K 0.29% 52
2025
Q3 		$1.49M Buy
2,619
+16
+0.6% +$9.19K 0.29% 50
2025
Q2 		$1.46M Sell
2,603
-32
-1% -$17.7K 0.3% 47
2025
Q1 		$1.44M Buy
2,635
+45
+2% +$24.5K 0.31% 48
2024
Q4 		$1.36M Buy
2,590
+209
+9% +$108K 0.28% 53
2024
Q3 		$1.18M Sell
2,381
-2,077
-47% -$966K 0.24% 56
2024
Q2 		$1.97M Buy
4,458
+1,948
+78% +$887K 0.42% 42
2024
Q1 		$1.21M Sell
2,510
-2,468
-50% -$1.13M 0.26% 52
2023
Q4 		$2.12M Buy
4,978
+459
+10% +$184K 0.48% 38
2023
Q3 		$1.79M Buy
4,519
+2,200
+95% +$883K 0.44% 39
2023
Q2 		$912K Buy
2,319
+68
+3% +$25.5K 0.22% 57
2023
Q1 		$818K Sell
2,251
-978
-30% -$355K 0.21% 57
2022
Q4 		$1.12M Buy
3,229
+1,296
+67% +$427K 0.29% 50
2022
Q3 		$550K Buy
1,933
+188
+11% +$62.3K 0.15% 64
2022
Q2 		$551K Buy
1,745
+1,349
+341% +$465K 0.15% 65
2022
Q1 		$141K Hold
396
– – 0.03% 167
2021
Q4 		$142K Sell
396
-216
-35% -$74.7K 0.03% 168
2021
Q3 		$212K Hold
612
– – 0.05% 131
2021
Q2 		$223K Buy
612
+19
+3% +$7.06K 0.06% 121
2021
Q1 		$212K Hold
593
– – 0.06% 118
2020
Q4 		$212K Sell
593
-63
-10% -$21K 0.06% 121
2020
Q3 		$222K Sell
656
-4
-0.6% -$1.3K 0.07% 108
2020
Q2 		$196K Sell
660
-2,356
-78% -$664K 0.07% 101
2020
Q1 		$728K Buy
3,016
+76
+3% +$22.6K 0.31% 36
2019
Q4 		$878K Sell
2,940
-17
-0.6% -$4.79K 0.48% 37
2019
Q3 		$803K Buy
2,957
+560
+23% +$154K 0.47% 34
2019
Q2 		$634K Sell
2,397
-498
-17% -$125K 0.38% 43
2019
Q1 		$682K Buy
2,895
+294
+11% +$63.3K 0.42% 42
2018
Q4 		$491K Buy
+2,601
New +$516K 0.36% 54

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

Prestige Wealth Management Group's MA Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Mastercard (MA) stake by 33% in Q2 2026, buying an estimated $437K and bringing the position to 3,496 shares worth $1.8M. The position accounts for 0.33% of the portfolio, ranked #50.

Prestige Wealth Management Group first reported a position in MA in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.12M in Q4 2023. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Prestige Wealth Management Group held 3,496 shares of Mastercard worth $1.8M as of Q2 2026.
  • Prestige Wealth Management Group bought 877 Mastercard shares in Q2 2026, an estimated $437K.
  • Mastercard made up 0.33% of Prestige Wealth Management Group's portfolio in Q2 2026, its #50 holding.
  • Prestige Wealth Management Group first reported a position in Mastercard in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Mastercard position peaked at $2.12M in Q4 2023.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.