PWM
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Puff Wealth Management’s Mastercard MA Stock Holding History

Puff 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
2025
Q4 		$260K Buy
462
+23
+5% +$12.9K 0.34% 60
2025
Q3 		$250K Sell
439
-258,272
-100% -$148M 0.38% 54
2025
Q2 		$259K Buy
258,711
+258,289
+61,206% +$143M 0.19% 88
2025
Q1 		$231K Buy
+422
New +$230K 0.22% 78

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Puff Wealth Management's MA Position: Q4 2025 in Review

Puff Wealth Management increased its Mastercard (MA) stake by 5.2% in Q4 2025, buying an estimated $12.9K and bringing the position to 462 shares worth $260K. The position accounts for 0.34% of the portfolio, ranked #60.

Puff Wealth Management first reported a position in MA in Q1 2025 and has held it in 4 quarters since. 3,734 funds tracked by Wall St. Rank hold MA as of Q4 2025.

  • Puff Wealth Management held 462 shares of Mastercard worth $260K as of Q4 2025.
  • Puff Wealth Management bought 23 Mastercard shares in Q4 2025, an estimated $12.9K.
  • Mastercard made up 0.34% of Puff Wealth Management's portfolio in Q4 2025, its #60 holding.
  • Puff Wealth Management first reported a position in Mastercard in Q1 2025 and has held it in 4 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Mastercard as of Q4 2025.

Based on Puff Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.