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Root Financial Partners’s Mastercard MA Stock Holding History

Root Financial Partners’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 		$1.14M Buy
2,284
+101
+5% +$53.2K 0.05% 94
2025
Q4 		$1.25M Buy
2,183
+166
+8% +$92.8K 0.06% 81
2025
Q3 		$1.15M Buy
2,017
+93
+5% +$53.4K 0.07% 79
2025
Q2 		$1.08M Buy
1,924
+697
+57% +$385K 0.1% 70
2025
Q1 		$673K Buy
1,227
+100
+9% +$54.4K 0.07% 90
2024
Q4 		$594K Buy
1,127
+314
+39% +$163K 0.07% 102
2024
Q3 		$402K Buy
813
+191
+31% +$88.8K 0.06% 105
2024
Q2 		$274K Buy
+622
New +$283K 0.06% 98

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

Root Financial Partners's MA Position: Q1 2026 in Review

Root Financial Partners increased its Mastercard (MA) stake by 4.6% in Q1 2026, buying an estimated $53.2K and bringing the position to 2,284 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #94.

Root Financial Partners first reported a position in MA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q4 2025. 3,602 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Root Financial Partners held 2,284 shares of Mastercard worth $1.14M as of Q1 2026.
  • Root Financial Partners bought 101 Mastercard shares in Q1 2026, an estimated $53.2K.
  • Mastercard made up 0.05% of Root Financial Partners's portfolio in Q1 2026, its #94 holding.
  • Root Financial Partners first reported a position in Mastercard in Q2 2024 and has held it in 8 quarters since.
  • Root Financial Partners's Mastercard position peaked at $1.25M in Q4 2025.
  • 3,602 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.