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Savvy Advisors Inc’s Mastercard MA Stock Holding History

Savvy Advisors Inc’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
Q2 		$9.7M Buy
18,892
+2,116
+13% +$1.06M 0.21% 89
2026
Q1 		$8.38M Buy
16,776
+3,284
+24% +$1.73M 0.22% 84
2025
Q4 		$7.7M Buy
13,492
+2,045
+18% +$1.14M 0.25% 71
2025
Q3 		$6.51M Buy
11,447
+675
+6% +$388K 0.3% 63
2025
Q2 		$6.05M Buy
10,772
+3,636
+51% +$2.01M 0.4% 46
2025
Q1 		$3.91M Buy
7,136
+1,214
+20% +$661K 0.39% 46
2024
Q4 		$3.12M Buy
5,922
+3,781
+177% +$1.96M 0.38% 47
2024
Q3 		$1.06M Sell
2,141
-304
-12% -$141K 0.21% 94
2024
Q2 		$1.08M Buy
2,445
+1,123
+85% +$512K 0.35% 67
2024
Q1 		$637K Buy
1,322
+313
+31% +$143K 0.37% 72
2023
Q4 		$430K Buy
+1,009
New +$405K 0.42% 72

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Savvy Advisors Inc's MA Position: Q2 2026 in Review

Savvy Advisors Inc increased its Mastercard (MA) stake by 13% in Q2 2026, buying an estimated $1.06M and bringing the position to 18,892 shares worth $9.7M. The position accounts for 0.21% of the portfolio, ranked #89.

Savvy Advisors Inc first reported a position in MA in Q4 2023 and has held it in 11 quarters since. 3,631 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Savvy Advisors Inc held 18,892 shares of Mastercard worth $9.7M as of Q2 2026.
  • Savvy Advisors Inc bought 2,116 Mastercard shares in Q2 2026, an estimated $1.06M.
  • Mastercard made up 0.21% of Savvy Advisors Inc's portfolio in Q2 2026, its #89 holding.
  • Savvy Advisors Inc first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
  • 3,631 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.