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Ruedi Wealth Management’s Mastercard MA Stock Holding History

Ruedi 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
Q2 		– Sell
-46
Closed -$25.2K – 213
2025
Q1 		$25.2K Hold
46
– – 0.01% 117
2024
Q4 		$24.2K Hold
46
– – 0.01% 121
2024
Q3 		$22.7K Sell
46
-10
-18% -$4.65K 0.01% 124
2024
Q2 		$24.7K Buy
56
+20
+56% +$9.11K 0.01% 118
2024
Q1 		$17.3K Buy
+36
New +$16.5K 0.01% 130
2023
Q4 		– Sell
-117
Closed -$46.3K – 247
2023
Q3 		$46.3K Hold
117
– – 0.03% 78
2023
Q2 		$46K Hold
117
– – 0.03% 79
2023
Q1 		$42.5K Hold
117
– – 0.03% 88
2022
Q4 		$40.7K Buy
+117
New +$38.5K 0.03% 79

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Ruedi Wealth Management's MA Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Mastercard (MA) in Q2 2025, closing a stake of 46 shares — an estimated $25.2K sold.

Ruedi Wealth Management first reported a position in MA in Q4 2022 and held it in 9 quarters. The position peaked at $46.3K in Q3 2023. 3,528 funds tracked by Wall St. Rank hold MA as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Mastercard position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 46 Mastercard shares in Q2 2025, an estimated $25.2K.
  • Ruedi Wealth Management first reported a position in Mastercard in Q4 2022 and held it in 9 quarters.
  • Ruedi Wealth Management's Mastercard position peaked at $46.3K in Q3 2023.
  • 3,528 funds tracked by Wall St. Rank held Mastercard as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.