RWM
MA icon

Reston Wealth Management’s Mastercard MA Stock Holding History

Reston 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
Q1 		– Sell
-398
Closed -$227K – 67
2025
Q4 		$227K Buy
+398
New +$222K 0.07% 61
2024
Q4 		– Sell
-220
Closed -$109K – 268
2024
Q3 		$109K Buy
+220
New +$102K 0.04% 79

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Reston Wealth Management's MA Position: Q1 2026 in Review

Reston Wealth Management sold out of Mastercard (MA) in Q1 2026, closing a stake of 398 shares — an estimated $227K sold.

Reston Wealth Management first reported a position in MA in Q3 2024 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Reston Wealth Management reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • Reston Wealth Management sold 398 Mastercard shares in Q1 2026, an estimated $227K.
  • Reston Wealth Management first reported a position in Mastercard in Q3 2024 and held it in 2 quarters.
  • Reston Wealth Management's Mastercard position peaked at $227K in Q4 2025.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Reston Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.