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Ridgewood Investments’s Mastercard MA Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-137
Closed -$76.8K – 477
2025
Q2 		$76.8K Sell
137
-5
-4% -$2.77K 0.03% 276
2025
Q1 		$77.7K Sell
142
-60
-30% -$32.7K 0.04% 265
2024
Q4 		$106K Hold
202
– – 0.05% 230
2024
Q3 		$99.6K Sell
202
-32
-14% -$14.9K 0.05% 238
2024
Q2 		$103K Buy
+234
New +$107K 0.05% 241
2023
Q3 		– Sell
-246
Closed -$96.6K – 515
2023
Q2 		$96.6K Buy
246
+60
+32% +$22.5K 0.05% 243
2023
Q1 		$67.4K Buy
+186
New +$67.6K 0.04% 296
2022
Q1 		– Sell
-615
Closed -$221K – 208
2021
Q4 		$221K Hold
615
– – 0.14% 178
2021
Q3 		$214K Hold
615
– – 0.15% 174
2021
Q2 		$224K Sell
615
-838
-58% -$312K 0.14% 171
2021
Q1 		$517K Buy
1,453
+9
+0.6% +$3.14K 0.32% 105
2020
Q4 		$488K Hold
1,444
– – 0.38% 90
2020
Q3 		$488K Sell
1,444
-31
-2% -$10.1K 0.38% 91
2020
Q2 		$436K Hold
1,475
– – 0.36% 99
2020
Q1 		$356K Hold
1,475
– – 0.36% 87
2019
Q4 		$440K Hold
1,475
– – 0.31% 101
2019
Q3 		$400K Buy
1,475
+90
+6% +$24.8K 0.31% 101
2019
Q2 		$366K Hold
1,385
– – 0.29% 113
2019
Q1 		$326K Hold
1,385
– – 0.27% 123
2018
Q4 		$308K Hold
1,385
– – 0.25% 119
2018
Q3 		$308K Hold
1,385
– – 0.24% 120
2018
Q2 		$272K Sell
1,385
-773
-36% -$145K 0.24% 120
2018
Q1 		$378K Buy
2,158
+22
+1% +$3.76K 0.35% 85
2017
Q4 		$323K Buy
+2,136
New +$318K 0.29% 104

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 $33.7B AUM 8.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ridgewood Investments's MA Position: Q3 2025 in Review

Ridgewood Investments sold out of Mastercard (MA) in Q3 2025, closing a stake of 137 shares — an estimated $76.8K sold.

Ridgewood Investments first reported a position in MA in Q4 2017 and held it in 24 quarters. The position peaked at $517K in Q1 2021. 3,505 funds tracked by Wall St. Rank hold MA as of Q3 2025.

  • Ridgewood Investments reported no remaining Mastercard position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 137 Mastercard shares in Q3 2025, an estimated $76.8K.
  • Ridgewood Investments first reported a position in Mastercard in Q4 2017 and held it in 24 quarters.
  • Ridgewood Investments's Mastercard position peaked at $517K in Q1 2021.
  • 3,505 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.