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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Savvy Advisors Inc's MA Position: Q1 2026 in Review

Savvy Advisors Inc increased its Mastercard (MA) stake by 24% in Q1 2026, buying an estimated $1.73M and bringing the position to 16,776 shares worth $8.38M. The position accounts for 0.22% of the portfolio, ranked #84.

Savvy Advisors Inc first reported a position in MA in Q4 2023 and has held it in 10 quarters since. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Savvy Advisors Inc held 16,776 shares of Mastercard worth $8.38M as of Q1 2026.
Savvy Advisors Inc bought 3,284 Mastercard shares in Q1 2026, an estimated $1.73M.
Mastercard made up 0.22% of Savvy Advisors Inc's portfolio in Q1 2026, its #84 holding.
Savvy Advisors Inc first reported a position in Mastercard in Q4 2023 and has held it in 10 quarters since.
3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.