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Ritholtz Wealth Management’s Mastercard MA Stock Holding History

Ritholtz 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
2019
Q3 		– Sell
-200
Closed -$11K – 147
2019
Q2 		$11K Buy
+200
New +$50K ﹤0.01% 139

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

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

Ritholtz Wealth Management increased its Mastercard (MA) stake by 23% in Q1 2026, buying an estimated $2.53M and bringing the position to 26,163 shares worth $13.1M. The position accounts for 0.23% of the portfolio, ranked #50.

Ritholtz Wealth Management first reported a position in MA in Q1 2019 and has held it in 29 quarters since. 3,602 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Ritholtz Wealth Management held 26,163 shares of Mastercard worth $13.1M as of Q1 2026.
  • Ritholtz Wealth Management bought 4,808 Mastercard shares in Q1 2026, an estimated $2.53M.
  • Mastercard made up 0.23% of Ritholtz Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Ritholtz Wealth Management first reported a position in Mastercard in Q1 2019 and has held it in 29 quarters since.
  • 3,602 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.